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Flexible Plan Investments’ 35th Anniversary

FEBRUARY 1, 2016 @ 8:00 a.m. EST / 35 years of preserving and growing wealth through risk management

Flexible Plan Investments Ltd. (FPI), a leading national provider of risk-managed investment solutions, celebrates its 35th anniversary on February 1, 2016.

In 1981, Jerry Wagner, founder and president of FPI, set out to bring the investment techniques and technology previously only available to high-net-worth investors to the everyday investor. Mr. Wagner—an early adopter and creator of investment technology—developed arbitrage, futures, and market-timing software to help achieve this goal. Using his expertise in investment analysis and technology, Mr. Wagner helped investors avoid the 1984 market correction, 1987’s Black Monday, and the 1990 Gulf War market correction.

Since then, FPI’s cutting-edge diversified, risk-managed strategies have become available at some of the largest investment institutions in the country. This strategic growth has made FPI strategies accessible to thousands of investors with 401(k)s, 403(b)s, variable annuities, and variable universal life investments.

Today, FPI continues to innovate by providing financial advisors solutions designed to protect and grow their clients’ investments. FPI created its proprietary OnTarget Investing tool, which helps financial advisors set client expectations using personalized benchmarks and regularly measure progress against those benchmarks. FPI also recently released its new suite of All-Terrain strategies, which are designed to protect a financial advisor’s clients during any market condition.

“In our 35 years, FPI has seen many changes in the financial industry, and we embrace the new challenges that await us in the coming decades,” said Mr. Wagner.

To find out more about Flexible Plan Investments and how it can help financial advisors provide risk-managed investments to their clients, call 800-347-3539 or learn more at flexibleplan.com.

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...