For Immediate Release:
Melissa Karas, Marketing Director
Flexible Plan Investments, Ltd.
(800) 347-3539, ext. 173
Flexible Plan Investments, Ltd. Offers Absolute Return Managed Accounts
Bloomfield Hills, MI – July 9, 2010 – Flexible Plan Investments, Ltd., a national provider of managed
investment accounts, announces the availability of its newest investment service at Trust Company of
America, Absolute Return Portfolios through Wolf Pack Advisors.
Seeking investment opportunities in both bull and bear markets; Wolf Pack Advisors utilizes the talents
of teams of over fifteen outside money managers who are adherents of Absolute Return investing.
Together they create mutual fund portfolios that reject the conventional wisdom of buy and hold
investing. Money managers include, among others, those affiliated with Hg Capital Advisors, LLC,
ProfitScore Capital Management, Inc., Parlan Financial Corporation, Active Investment Management,
LLC and Scarecrow Trading, Inc.:
- Strategic Diversification drawing on over fifteen different money managers, each portfolio is a
combination of multiple managers (the “Wolf Pack”). Accounts are automatically invested among
strategies based on allocation processes that have produced profits even in the worst of times;
- Hedge fund techniques are made available without the hassles of limited partnerships, lack of
liquidity, minimum holding periods and high performance fees;
- Each portfolio is responsive to markets. They are actively managed accounts with the single goal
of achieving profits on a day-to-day basis;
- Only index mutual funds are utilized to achieve the portfolios’ leveraged and inverse positions –
and there is no margin or short selling;
- Accounts are custodied at a national independent trust company and overseen by Flexible Plan
Investments, an independent registered investment advisory firm with nearly 30 years in the risk
management business and relationships with over 500 broker/dealer and RIA firms around the
- Features suitability-based profiles founded on risk tolerance and investment time horizon, together
with premium services such as customized OnTarget Investing quarterly reporting.
Jerry Wagner, President and Founder of Flexible Plan Investments and one of the nation’s first hedge
fund managers over 40 years ago, explained: "Financial representatives have grown weary trying to
explain all those losing years to their clients. Wolf Pack Advisors creates teams of Absolute Return
managers seeking to deliver suitability-based portfolios for any market. I’m delighted that we can offer
Absolute Return investment opportunities previously available to high-net-worth individuals, institutions
and endowments to registered representatives and 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.
PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. Inherent in any investment is the
potential for loss as well as the potential for gain. A list of all recommendations made within the immediately
preceding year is available upon request.
Risk Disclosures: The goal of Absolute Return money managers is to achieve positive returns regardless of those
earned in financial markets or shown in benchmarks. They seek to do this, often, using non-traditional investment
techniques and asset categories. Of course, there can be no guarantee that any investor will achieve the goal of the
managers, that profits will be made, or even that losses will be avoided. Some of the risks these strategies can be
exposed to are: Strategy and asset allocation decisions may not always be correct and may adversely affect account
performance. The use of leverage may magnify this risk. Leverage and funds employing derivatives carry other
risks that may result in losses, including the effects of unexpected market shifts, default and/or the potential
illiquidity of certain derivatives. International investments carry additional risks, including volatile currencies,
economies, and governments, and emerging-market securities can also be illiquid. Bonds are affected by changes in
interest rates, credit conditions, and inflation. As interest rates rise, prices of bonds fall. Long-term bonds are more
sensitive to interest-rate risk than short-term bonds, while lower-rated bonds may offer higher yields in return for
more risk. Unlike bonds, bond funds have ongoing fees and expenses. Stocks of small and/or midsize companies
increase the risk of greater price fluctuations. REITs involve the risks of real estate investing, including declining
property values. Commodities involve the risks of changes in market, political, regulatory, and natural conditions.
Additional risks are listed in Advisor’s Brochure Form ADV, which will be provided by advisor and which
prospective investors are encouraged to read.