For Immediate Release:
Melissa Karas, Marketing Director
Flexible Plan Investments, Ltd.
(800) 347-3539, ext. 173
Bloomfield Hills, MI - Aug. 8, 2016 -
Flexible Plan Investments named finalist in WealthManagement.com 2016 Industry Awards
Flexible Plan Investments, Ltd., a leading provider of dynamically risk-managed investment solutions for the separately managed account marketplace, has been named a finalist in the WealthManagement.com 2016 Industry Awards in two categories: socially responsible investing (SRI)/impact investing and asset managers—alternatives.
“Flexible Plan has been focused on SRI and alternative strategies longer than many risk-management firms with the goal to support financial advisors and their clients. To be recognized by WealthManagement.com for these accomplishments is particularly gratifying,” said Jerry C. Wagner, president and founder of Flexible Plan Investments.
Flexible Plan Investments’ For A Better World strategy is a finalist in the SRI category. Long before “green investing” became a global hot topic, Flexible Plan recognized the importance of providing investors access to socially responsible investing through financial advisors. For A Better World is an actively managed investment strategy available for three risk profiles. It uses funds designed to invest exclusively in socially responsible companies while seeking to deliver superior risk-adjusted returns. As part of the company’s commitment to the mission of For A Better World, Flexible Plan provides investors with the option to pay out 10% of the net advisory fee the company collects for this strategy to one of several preselected charities.
In the asset managers—alternatives category, Flexible Plan was named a finalist for its All-Terrain strategies. All-Terrain is a group of actively managed alternative investment strategies designed to offer risk management in all market environments. The strategies were developed to provide true diversification by investing in asset classes that gain value over the long term, but at different times and under different market conditions.
The WealthManagement.com Industry Awards recognize companies and organizations that support financial advisor success. Flexible Plan Investments was one of 122 finalists selected from 400 nominations by a group of industry judges. Category finalists were judged on criteria that include quantitative measures—such as specific feature set, usage, adoption, scope, scale, and advisor survey scores—and qualitative measures such as innovation, creativity, and new methods of deployment. Winners will be announced September 29, 2016, at the WealthManagement.com 2016 Industry Awards event in New York City.
To see the entire listing of finalists, go to http://awards.wealthmanagement.com/2016-finalists/.
For more information on Flexible Plan Investments’ actively managed investment strategies, including For A Better World and the All-Terrain strategies, go to flexibleplan.com or contact the Flexible Plan Internal Business Consultant team at firstname.lastname@example.org
or 800-347-3539, ext. 2.
About Flexible Plan Investments, Ltd.:
Established in 1981, Flexible Plan Investments, Ltd., invests nearly $2 billion in assets for clients in its separately managed account business (as of 6/30/16). Since 1981, Flexible Plan 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. For more information, visit flexibleplan.com.