QFC Strategies, finalist in WealthManagement.com 2019 Industry Awards
Download PDF Version For Immediate Release:

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

Flexible Plan Investments, Ltd. QFC Strategies, finalist in WealthManagement.com 2019 Industry Awards


Bloomfield Hills, MI - Jun. 5, 2019 - Flexible Plan Investments, Ltd. (FPI), a leading provider of dynamic, risk-managed investment solutions for the separately managed account business, has been named a finalist in the WealthManagement.com 2019 Industry Awards. FPI’s Quantified Fee Credit (QFC) strategies have been nominated in the category of Asset Managers—Separate Accounts.

“Flexible Plan designed the QFC strategies to provide advisers the ability to offer their clients access to sophisticated, institutional-type investment strategies normally reserved for wealthy investors, but at a much lower cost than many dynamic, risk-managed investments,” said Jerry C. Wagner, founder and president of Flexible Plan Investments. “We are thrilled to be considered by WealthManagement.com for this strategic initiative.”

The QFC strategies employ FPI subadvised funds (The Gold Bullion Strategy Fund and the Quantified Funds), keeping the annual portion of FPI’s advisory fee to a maximum of 0.35 percent. The QFC strategies include Flexible Plan’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 (5 profiles), Political Seasonality Index, Select Alternatives, Self-adjusting Trend Following, Systematic Advantage 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 goal of the QFC strategies is to provide advisers a low-cost, risk-managed investment solution for all of their clients—even those who have small accounts with as little as $5,000.

The WealthManagement.com Industry Awards recognize companies and organizations that support the success of financial advisers. Flexible Plan Investments was selected as a finalist from a record-number 650 entries from 262 companies. Category finalists were judged on criteria that include quantitative measures (specific feature set, usage, adoption, scope, scale and adviser survey scores) and qualitative measures (innovation, creativity and new methods of deployment).

A panel of independent judges made up of top names in the industry will determine the WealthManagement.com 2019 Industry Award winners. Winners will be announced Sept. 12, 2019, at the Ziegfeld Ballroom in New York City.

To see the entire listing of finalists, visit 2019 Industry Awards Finalists.

Learn more about Flexible Plan Investments’ QFC strategies, contact the Flexible Plan Investments Internal Business Consultant team at sales@flexibleplan.com or 800-347-3539, ext. 2.


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 9/30/18). 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 flexibleplan.com.

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...