For Immediate Release:
Melissa Karas, Marketing Director
Flexible Plan Investments, Ltd.
(800) 347-3539, ext. 173
Bloomfield Hills, MI - Aug. 30, 2016 -
Renée Toth celebrates 25 years at investment firm Flexible Plan Investments, Ltd.
Flexible Plan Investments, Ltd., a leading provider of dynamic risk-managed investment solutions for the separately managed account business, honored Executive Vice President Renée Toth for 25 years of employment.
“Congratulations to Renee Toth, our executive vice president, on her 25th anniversary with Flexible Plan. Our company and the separately managed account industry would not be where it is today without her commitment, intelligence and industry. She has been amazing!” said Jerry C. Wagner, president and founder of Flexible Plan Investments.
“The last 25 years have been extraordinary. I’ve been blessed to have been a part of building and growing a company that has been an innovator in an ever-changing industry. The opportunity to work with such talented professionals and create opportunity for so many employees over the years has made the journey fun, challenging and very rewarding. My friend and mentor, Jerry Wagner, made it possible for me to have this exciting career, for which I will always be grateful,” said Ms. Toth.
Ms. Toth’s responsibilities include oversight of all company operations, sales and marketing efforts; implementing trading strategies between Flexible Plan’s Research and Trading departments; and maintaining service and trading guidelines among the more than three dozen custodial platforms where Flexible Plan client assets are invested.
Since joining Flexible Plan in 1991, Ms. Toth has helped develop administrative systems and investment products with scores of mutual fund and insurance companies, trust companies and qualified plan providers to promote a common ground in the active management industry.
Ms. Toth is a graduate of the University of Michigan, where she earned her Bachelor of Arts degree. She has served on the board of directors of the National Association of Active Investment Managers (NAAIM), holding the offices of director, secretary, vice president, president, and chairperson.
For more information on careers at Flexible Plan Investments, visit flexibleplan.com/contact-us/careers
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 6/30/16). Since 1981, Flexible Plan 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. For more information, visit flexibleplan.com.