For Immediate Release:
Melissa Karas, Marketing Director
Flexible Plan Investments, Ltd.
(800) 347-3539, ext. 173
Flexible Plan Investments, Ltd. named to the inaugural 2014 Financial Times Top 300 RIAs list
Bloomfield Hills, MI – July 1, 2014 – Flexible Plan Investments, Ltd., a leading provider of dynamic risk-managed investment solutions, has been recognized by Financial Times as one of the 300 Top Registered Investment Advisers in the nation.
“We couldn’t be prouder of this honor of being named to this elite group. Of course, thanks must go out to our valued clients and advisors, for making it possible for Flexible Plan to be so recognized,” said Jerry C. Wagner, President and Founder of Flexible Plan.
This inaugural edition of the FT 300 Top Registered Investment Advisers provides a snapshot of the best investment advisers to be found across the US. The Financial Times invited more than 2,000 independent RIA firms who met the minimum standard of $300 million in assets under management to apply for consideration. Firms were graded on six broad factors and a numeric score was calculated for each advisor. Attributes used in the scoring for the selection of the FT Top 300 firms were: assets under management (AUM), AUM growth rate, years in existence, SEC compliance record, professional industry certifications, and online accessibility.
To download the full report, go to www.ft.com/intl/reports/registered-investment-advisers.
About Flexible Plan Investments, Ltd.:
Established in 1981, Flexible Plan Investments, Ltd. invests over $1.7 billion in assets for clients in its separately managed account business (as of 12/31/13). As a founding member of the National Association of Active Investment Managers (NAAIM), Flexible Plan, a turnkey asset management program (TAMP) provider, is one of the trade association’s largest and oldest active money managers. The company’s mission is to provide investors with competitive returns, while reducing risk through the use of dynamic risk management, strategic diversification, and cutting-edge technology and support services. For more information, visit portal.flexibleplan.com.