Flexible Plan Investments, Ltd. named a top money manager by Crain’s Detroit Business
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For Immediate Release:

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

Flexible Plan Investments, Ltd. named a top money manager by Crain’s Detroit Business

Bloomfield Hills, MI – January 17, 2012 – Flexible Plan Investments, Ltd., a leading provider of active investment management solutions working with 600 independent broker dealers around the country, has once again been named one of the Largest Money Managers in the region by Crain’s Detroit Business for the second consecutive year. The list, which covers Wayne, Oakland, Macomb, Washtenaw, and Livingston counties, ranked Flexible Plan as one of the top 20 biggest money managers in the region, with regard to assets under management (AUM). The list considers the firm’s AUM as of January 2011, at which time Flexible Plan reported assets totaling $859.4 million. However, as of September 30, 2011, Flexible Plan’s AUM has grown to in excess of $1 billion.

Jerry Wagner, President and Founder of Flexible Plan Investments, shared his enthusiasm about the announcement, explaining, “When I started the business, my purpose was to help individual investors gain access to the types of investment options that were only offered by hedge funds and top investment managers and usually reserved for high net worth investors. Happily, our team has succeeded beyond my wildest imaginings. I believe so much of success in this business is not just in wealth management, but also relationship management.”

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.

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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...