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 – 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 investment solutions.”

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...