FPI launches QFC Strategies
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Contact:
Melissa Karas, Marketing Director
Flexible Plan Investments, Ltd.
(800) 347-3539, ext. 173
mkaras@flexibleplan.com
www.flexibleplan.com


New low-cost, risk-managed solutions from Flexible Plan Investments

Release summary:

  • Flexible Plan Investments’ (FPI) QFC Strategies are a suite of nine low-cost, risk-managed investment solutions.
  • The QFC Strategies use only FPI subadvised funds, allowing the FPI portion of the annual advisory fee, after affiliated funds credit, to be kept to a maximum of 0.35%*.
  • These strategies provide two levels of risk management: (1) the management within the subadvised funds and (2) the allocation/rebalancing FPI does among the subadvised funds within the QFC Strategies.
  • The QFC Strategies were launched on January 18, at Trust Company of America, Charles Schwab, and TD Ameritrade.

Bloomfield Hills, MI – January 30, 2018 –Flexible Plan Investments, Ltd. (FPI), a leading provider of dynamic, risk-managed investment strategies, has introduced a new line of low-cost investment solutions: the Quantified Fee Credit (QFC) Strategies.

“We are very excited to announce the launch of our new QFC Strategies,” said Jerry Wagner, founder and president of FPI. “These strategies are designed to provide easy access to sophisticated, institutional-type investment strategies normally reserved for wealthy investors, but at a much lower cost than many dynamic, risk-managed investments.”

The QFC Strategies will be implemented solely with proprietary FPI subadvised Quantified and Gold Bullion Strategy Funds. Launched in 2012, the Quantified and Gold Bullion Strategy Funds are actively managed mutual funds that use dynamic asset allocation to adjust to market environments.

Because these strategies use FPI subadvised funds, the FPI portion of the annual advisory fee (separate from the client’s financial advisor fee) is a maximum of 0.35%,* reduced from the typical 1.0%.

The QFC Strategies include nine of FPI’s most popular risk-managed core, tactical, and alternative strategies: Classic, Diversified Tactical Equity, Dynamic Fund Profiles (5 risk profiles), Lifetime Evolution (5 risk profiles), Liquid Alternatives, Managed Income, Market Leaders, Select Alternatives, and TVA Gold. Each QFC strategy has two levels of FPI dynamic risk management: (1) the management within the Quantified Funds and (2) the allocation/rebalancing FPI does among the Quantified Funds within the QFC Strategies.


The QFC Strategies are available for new accounts at Trust Company of America, Charles Schwab, and TD Ameritrade.

“The entire FPI family is extremely pleased to offer these new low-cost strategy options,” said Renee Toth, FPI’s executive vice president. “The QFC Strategies reflect our continued commitment to provide the best service and truly innovative investment solutions to every investor.”

For more information, visit flexibleplan.com.

*For QFC Strategies the 35 basis points (bps) is the maximum advisor’s portion of the advisory fee directly charged for accounts held at TCA; it’s a 50 bps maximum at Schwab and TD Ameritrade due to their higher fund platform fees. This fee results from the use of funds sub-advised by FPI. FPI’s sub-advisory fees are a credit against the client’s advisory fee, which is billed by FPI inclusive of the share chosen by the Financial Advisor. Depending on the mix of the funds utilized, at TCA the available credit can exceed 65 bps but would never be less. On other platforms, the credit is at least 50bps.

About Flexible Plan Investments, Ltd.:


Established in 1981, Flexible Plan Investments, Ltd., invests nearly $2 billion in assets for clients in its separately managed account business (as of 12/31/17). FPI is dedicated to preserving and growing wealth through dynamic risk management. FPI is a turnkey asset management program (TAMP), which means advisors can access and combine many risk-managed strategies within a single account. FPI’s 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. FPI also offers an OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. For more information, visit www.flexibleplan.com.
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