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Melissa Karas, Marketing Director
Flexible Plan Investments, Ltd.
(800) 347-3539, ext. 173

Flexible Plan Investments, Ltd. adds smart beta ETF solution to its investment strategy offerings

Bloomfield Hills, MI - February 8, 2016 - Flexible Plan Investments, Ltd. (FPI), a leading national provider of risk-managed investment solutions, announced the launch of their smart beta ETF strategy, Brighter Beta, at the Inside ETFs conference in Hollywood, Florida.

The Brighter Beta actively managed ETF strategy holds smart beta ETFs that seek to capture market inefficiencies based on their quantified rules set. FPI reviews and dynamically weights scores of available smart beta ETFs using its extensive research and proprietary Evolution software to select the most attractive for the portfolio. From a variable universe of smart beta funds that now totals over 500 individual ETFs, the Brighter Beta methodology targets only the most liquid and tradeable smart-beta ETFs available with the goal of reducing the cost and impact of trading.

Flexible Plan launched Brighter Beta as an answer to current market volatility. This “all-terrain” strategy is designed to protect wealth in any market environment. In bull markets, Brighter Beta emphasizes higher beta or cyclical investment factors, which traditionally shine during bull markets. During bear markets, Brighter Beta emphasizes low volatility or low beta securities. In sideways markets, Brighter Beta draws from multiple asset classes, increasing the probability that at least one asset class moves up while others move sideways.

“In the beginning, there were only a few smart beta investment options. Today there are hundreds of them. How does an investor or advisor choose? This is where we think our Brighter Beta strategy can help,” explains Jerry Wagner, president and founder of Flexible Plan. “Brighter Beta is essentially a whole portfolio of smart beta ETFs, making it brighter than the rest.”

For as little as $5,000, investors can benefit from a quantitatively selected portfolio of smart beta ETFs that reflects Flexible Plan’s philosophy of risk management and strategic diversification.

About Flexible Plan Investments, Ltd.:

Established in 1981, Flexible Plan Investments, Ltd. invests $1.9 billion in assets for clients in its separately managed account business (as of 12/31/15). As a founding member of the National Association of Active Investment Managers (NAAIM), Flexible Plan, a turnkey asset management program (TAMP) provider, 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 dynamic risk management, strategic diversification, and cutting-edge technology and support services. For more information, visit

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...