For Immediate Release:
Melissa Karas, Marketing Director
Flexible Plan Investments, Ltd.
(800) 347-3539, ext. 173
Flexible Plan Investments, Ltd. adds to its strategically diversified portfolio offerings
with two new strategies
Bloomfield Hills, MI – July 12, 2012 – Flexible Plan Investments, Ltd., a leading provider of active investment solutions, announced the launch of two new strategically diversified portfolio offerings: Diversified Bonds and Diversified Tactical Equity.
Drawing upon our bond and tactical equity strategies, Diversified Bonds and Diversified Tactical Equity each include strategies that actively manage risk and are non-correlated. Portfolios consist of traditional mutual funds as well as long, short and leveraged index funds using long- and short-term holding periods to take advantage of every market condition and, most importantly, reduce market volatility. Both portfolios offer a volatility-adjusted allocation to all of our bond or tactical strategies within a single portfolio.
For as little as $5,000, clients can benefit from quantitatively chosen portfolios, right in line with Flexible Plan’s philosophy about the benefits of strategic diversification.
“In creating these new diversified portfolios, we seek out allocations in the leading fixed income strategies that, when combined, can potentially yield the highest return while seeking a low level of target drawdown,” explains Jerry Wagner, President and Founder of Flexible Plan Investments, Ltd. “This service makes it even easier for Financial Advisors to build a truly strategically diversified portfolio of risk-managed strategies for 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.
This release is provided for information purposes only and should not be used or construed as an indicator of future performance, an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. The S&P 500 is referenced for comparison purposes only. Investors cannot invest in an index. Risk is defined as volatility, as measured by standard deviation of weekly returns. Flexible Plan Investments, Ltd. cannot guarantee the suitability or future value of any particular investment. The maximum investment advisory fee is 2.6% annually, dependent upon assets under management, and is prorated and deducted quarterly. The maximum Establishment Fee that may be applicable is 1.2%. Accounts below $25,000 may instead be subject to a Small Account Setup fee. Read Flexible Plan Investments’ Brochure Form ADV Part 2 carefully before investing.
PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. Inherent in any investment is the potential for loss as well as profit. A list of all recommendations made within the immediately preceding twelve months is available upon written request.