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 – November 2, 2010 – Flexible Plan Investments, Ltd., a leading provider of active
investment management solutions working with nearly 600 independent Broker Dealers around the
country, announced today that it was named one of the Largest Money Managers in the region by Crain’s
Detroit Business. 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. The list took into account AUM as of January, 2010, at which time Flexible
Plan reported assets totaling $475.4M. However, as of September 30, 2010, Flexible Plan’s AUM have
grown in excess of $700M.
Jerry Wagner, President and Founder of Flexible Plan Investments, shared his enthusiasm about the
announcement, explaining, “Our goal, as a firm, is to provide average investors with the same
management opportunities that were once available only to high net-worth clients. I believe that our
efforts to provide smart active management strategies to both large and small accounts are reflected in
the success of our growing AUM. I look forward to continuing to provide our clients with cutting-edge
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.