Peter Mauthe joins Flexible Plan Investments, Ltd.
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For Immediate Release:

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

Peter Mauthe joins Flexible Plan Investments, Ltd. as Vice President – Corporate Development

Bloomfield Hills, MI – May 9, 2013 – Flexible Plan Investments, Ltd., a leading provider of active investment management solutions, is pleased to announce that Peter Mauthe has joined as Vice President – Corporate Development. Peter will be leading Flexible Plan into new segments of the asset management industry.

“Peter brings a wealth of industry experience and connections to one of the most extensive networks of financial professionals in the independent investment advisor community to Flexible Plan Investments. The combination of his experience with FPI’s cutting-edge technologies and offerings should be outstanding,” Jerry Wagner, President of Flexible Plan, explains.

Peter will be responsible for new opportunities and developing new business initiatives, and implementing corporate and business level strategies for the company.

“To join forces with an industry leader, like Flexible Plan Investments, is the culmination of my career in the active management industry. I look forward to embracing the many innovative projects already on the table as well as tackling my own,” Peter commented.

Peter has been active in the financial industry since 1974, when he began trading for a living to help pay his way through college at the University of Miami. In 1979, he began his professional career as an independent market maker on the Chicago Board Options Exchange.

He has been integral to the success of many financial firms across the nation. He co-founded MK Asset Management, Inc. in Irvine, California, and was President of Trendstat Capital Management, Inc. in Scottsdale, Arizona; Chief Operating Officer at Spectrum Financial, Inc. in Virginia Beach, Virginia and Principal in Dallas, Texas-based Rhoads Lucca Capital Management, Inc. Since 2010, he has also worked with world renowned author, John Mauldin, in managing and developing various companies for the popular Internet commentator.

Peter has served as President of the American Association of Professional Technical Analysts and has served as President, Chairman and board member of the National Association of Active Investment Managers.

About Flexible Plan Investments, Ltd.:

Established in 1981, Flexible Plan Investments, Ltd. invests over $1.5 billion in assets for clients in its separately managed account business (as of 3/31/13). 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.

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