David Wismer Joins FPI
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For Immediate Release:

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

David Wismer joins Flexible Plan Investments, Ltd. as Director, Communications

Bloomfield Hills, MI – June 11, 2013 – Flexible Plan Investments, Ltd., a leading provider of dynamic risk-managed investment solutions, has announced that David Wismer has joined as Director, Communications. David brings over twenty years’ experience in media engagement, executive client account management, communications planning and implementation and new business development.

David will be responsible for several new publication projects that Flexible Plan Investments plans on bringing on within the next year.

“We are glad to have such a talented writer as David join the firm. We know his experience coupled with his marketing knowledge will help us successfully launch several new publications in the future,” comments Jerry Wagner, President of Flexible Plan.

“I am thrilled to be joining the team at Flexible Plan. The depth of knowledge and commitment to excellence in all areas of investment management is impressive. We look forward to developing several innovative and impactful digital publications,” said David.

Prior to joining Flexible Plan Investments, David worked in a content/editorial role for the financial website StateoftheMarkets.com and also as a Contributing Writer for Forbes.com. David has previously worked for DDB Worldwide, where he managed strategy, campaign development, and client relationships for many well-known consumer brands, including Hershey’s, PepsiCo/Frito-Lay, Bayer, J&J, and P&G. He also has deep experience with financial services, having worked with clients such as JPMorgan Chase, Bank of NY Mellon, Thomson Reuters, the American Stock Exchange, and CIGNA.

David has a Bachelor’s degree in English from Cornell University and an MBA in Marketing from Harvard University.

About Flexible Plan Investments, Ltd.:

Established in 1981, Flexible Plan Investments, Ltd. invests over $1.6 billion in assets for clients in its separately managed account business (as of 6/30/13). 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.

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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...