Bryan Franco joins Flexible Plan Investments, Ltd. as Portfolio Manager
Download PDF Version For Immediate Release:

Melissa Karas, Marketing Director
Flexible Plan Investments, Ltd.
(800) 347-3539, ext. 173

Bryan Franco joins Flexible Plan Investments, Ltd. as Portfolio Manager on the Trading and Research team

Bloomfield Hills, MI – February 18, 2014 – Flexible Plan Investments, Ltd., a leading provider of dynamic risk-managed investment solutions, is pleased to announce that Bryan Franco, CFA, has joined the firm as Portfolio Manager. Mr. Franco will be responsible for reviewing new and existing strategies and modifications for tradability, feasibility and implementation.

“We are so fortunate to have Mr. Franco joining the firm,” offers President and CEO Jerry Wagner. “His wealth of knowledge in quantitative technical analysis and his deep background make him uniquely qualified to contribute to our Research Department efforts for years to come

“I am delighted that Flexible Plan Investments has welcomed me to their platform” says Mr. Franco. “How exciting it is to have industry-recognized thought leaders within a whisper’s distance of where I sit! They are all divergent thinkers, and I expect to learn a lot from them.”

“Mr. Franco comes to Flexible Plan from Oppenheimer & Co. in New York. While at Oppenheimer, he co-managed a globally-oriented hedge fund with the firm’s Chief Market Technician. He brings a unique perspective on the nature of price momentum and reversal signals, earnings quality, portfolio optimization, and quantitative portfolio management and research.

Mr. Franco holds a Bachelor’s and Master’s degree in Industrial Engineering from the University of Michigan and is a member of the CFA Society of Detroit.

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.

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...