Absolute Return Strategies Available from Flexible Plan Investments, Ltd.
Download PDF Version

For Immediate Release:

Contact:
Melissa Karas, Marketing Director
Flexible Plan Investments, Ltd.
(800) 347-3539, ext. 173
mkaras@flexibleplan.com
portal.flexibleplan.com

Absolute Return Strategies Available from Flexible Plan Investments, Ltd.


Bloomfield Hills, MI – July 15, 2010 – Flexible Plan Investments, Ltd., a national provider of actively managed accounts, announced Absolute Return Portfolios with Wolf Pack Advisors are now available to the independent broker/dealer and RIA community.

Combining daily active management with the tenets of Absolute Return investing, Wolf Pack Advisors utilizes the talents of teams of over fifteen outside money managers who reject the tradition of buy and hold. Together they create mutual fund portfolios that seek opportunity in both bull and bear markets. Money managers include, among others, those affiliated with Hg Capital Advisors, LLC, ProfitScore Capital Management, Inc., Parlan Financial Corporation, Active Investment Management, LLC and Scarecrow Trading, Inc.:

  • Strategic Diversification drawing on over fifteen different money managers, each portfolio is a combination of multiple managers (the “Wolf Pack”). Accounts are automatically invested among strategies based on allocation processes that have produced profits even in the worst of times;
  • Hedge fund techniques are made available without the hassles of limited partnerships, lack of liquidity, minimum holding periods and high performance fees;
  • Each portfolio is responsive to markets. They are actively managed accounts with the single goal of achieving profits on a day-to-day basis;
  • Only index mutual funds are utilized to achieve the portfolios’ leveraged and inverse positions – and there is no margin or short selling;
  • Accounts are custodied at a national independent trust company and overseen by Flexible Plan Investments, an independent registered investment advisory firm with nearly 30 years in the risk management business and relationships with over 500 broker/dealer and RIA firms around the country; and
  • Features suitability-based profiles founded on risk tolerance and investment time horizon, together with premium services such as customized OnTarget Investing quarterly reporting.

Jerry Wagner, President and Founder of Flexible Plan Investments and one of the nation’s first hedge fund managers over 40 years ago, explained: "Financial representatives have grown weary trying to explain all those losing years to their clients. Wolf Pack Advisors creates teams of Absolute Return managers seeking to deliver suitability-based portfolios for any market. I’m delighted that we can offer Absolute Return investment opportunities previously available to high-net-worth individuals, institutions and endowments to registered representatives and their clients.”


About Flexible Plan Investments, Ltd.:

Established in 1981, Flexible Plan Investments, Ltd. is a leading provider of investment risk management services. As a founding member of the National Association of Active Investment Managers (NAAIM), Flexible Plan Investments 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 diversified investment products, cutting-edge technology and support services.


  CONNECT   Let's Work Together.
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...