Investment strategies and services to help advisors earn and keep their clients’ trust



Flexible Plan Investments is a leading provider of investment risk management services. As a founding member of the National Association of Active Investment Managers (NAAIM), we are one of the trade association's largest and oldest active money managers. We strive to provide investors with competitive returns while working to reduce risk through the use of diversified investment products, cutting-edge technology and support services.
Referral agreements with approximately 600 financial firms
Early pioneers of individual managed accounts employing dynamic risk management
Focus on preserving and growing capital through a robust active management approach combined with risk management
Provides strategic diversification within a single client account at a low account minimum
Set, manage, and monitor investor expectations with OnTarget Investing
Flexible  Plan Investments, Ltd. is a federally registered independent investment adviser. Flexible Plan claims  compliance with the Global Investment Performance Standards (GIPS). To receive a list of composite descriptions of Flexible Plan strategies and/or a compliant presentation, contact sales@flexibleplan.com or call 800-347-3539.

Jerry Wagner Picture
President
Jerry C. Wagner, Founder

Assets Under Management
$1,650,000,000+ as of 12/31/16

Inception Date
February 1, 1981

Headquarters
3883 Telegraph Rd, Suite 100
Bloomfield Hills, MI 48302

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Dynamic risk-managed investment solutions since 1981



Vintage Computer Equipment

Flexible Plan Investments was founded by Jerry Wagner in Bloomfield Hills, Michigan in 1981. He anticipated technological innovations and combined his expertise in both investment analysis and software development to provide average investors the same management advantages previously available largely to high net worth investors.

Modern office photo

Today, Flexible Plan Investments employs a full staff of researchers, portfolio managers, traders and support personnel dedicated to providing tools and services to help financial advisors earn and keep their clients’ trust.

The history of FPI >>


Detroit Free Press Top Workplace Award
Top Financial Advisers 2014
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FPI 35th Anniversary

Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. We are a turnkey asset management program (TAMP), which means advisors can access and combine our many risk-managed strategies within a single account. Our fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. We also offer advisors our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. Read More...