For Immediate Release:
Melissa Karas, Marketing Director
Flexible Plan Investments, Ltd.
(800) 347-3539, ext. 173
Flexible Plan Investments, Ltd. named to 2015 Financial Times 300 Top Registered Investment Advisers for second year in a row
Bloomfield Hills, MI – June 18, 2015 – 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 for the second year in a row.
“It is even more of an honor being named to this elite group two years in a row. This award would not be possible without our valued clients and advisors along with our dedicated staff,” said Jerry C. Wagner, President and Founder of Flexible Plan.
This is the second annual FT 300 list, produced independently by the FT in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry. More than 2,000 elite RIA firms were invited to apply for consideration, based on their assets under management (AUM). The 630 RIA firms that applied were then graded on six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials; online accessibility; and compliance records.
To download the full report, go to http://www.ft.com/intl/reports/registered-investment-advisers
About Flexible Plan Investments, Ltd.:
Established in 1981, Flexible Plan Investments, Ltd. invests over $2 billion in assets for clients in its separately managed account business (as of 12/31/14). 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 flexibleplan.com.