For Immediate Release:
Melissa Karas, Marketing Director
Flexible Plan Investments, Ltd.
(800) 347-3539, ext. 173
Renee Toth of Bloomfield Hills’ Flexible Plan Investments
Elected President of National Association of Active Investment Managers (NAAIM)
Littleton, CO, July 1, 2009 -The National Association of Active Investment Managers (NAAIM) announced
today that it has elected Renee Toth, Executive Vice President of Flexible Plan Investments Ltd., to lead the
non-profit money management trade group as president for 2009-2010.
As NAAIM’s new president, Toth will set the direction for the organization’s growth, membership recruitment
through regional meetings, services and representation of active managers in the investment industry. NAAIM
is an association of some 200 registered investment advisors providing active money management services to
produce favorable risk-adjusted returns for clients. Flexible Plan Investments, where Toth has been for 18
years, is one of NAAIM’s founding member firms.
“I’m excited about the opportunity to lead NAAIM with the help of its board into new areas in the coming
year,” said Toth, who oversees Flexible Plan’s trading, client services and sales and marketing operations.
“With both recent and current market conditions, NAAIM has stood apart from the market debacle that has
affected almost the entire investment industry,” said Toth. “Active asset management has proven to be the
bright star through this market retreat, and NAAIM members have the returns and happy clients to prove it.”
Toth added that she plans to build on recent NAAIM initiatives, such as the forging and further development of
NAAIM’s Active Mutual Fund (AMF) Index and the organization’s annual award-granting Advancements of
Active Investment Management competition.
The National Association of Active Investment Managers or NAAIM is a non-profit trade
group of nearly 200 registered investment advisor firms that collectively manage over
$14 billion in assets. NAAIM member firms provide active money management services
to their clients to produce favorable risk-adjusted returns as an alternative to more
passive, buy-and-hold investment strategies. NAAIM publishes the weekly Survey of
Manager Sentiment, the NAAIM Active Mutual Fund (AMF), and sponsors the annual
Uncommon Knowledge conference along with smaller conferences on managing
portfolios with ETF’s, trading techniques for various instruments and markets, regulation
and compliance, and other topics of interest to its membership. For more information,
About Flexible Plan
Flexible Plan Investments, Ltd., based in Bloomfield Hills, Mich., is a leading provider of
risk management investment services, providing investors with competitive returns while
reducing risk through the use of diversified investment products. Its Evolution Funds
(All-Cap Equity, Managed Bond, Market Leaders, and Alternative Investment) are
distributed through over 500 broker-dealer and registered investment advisory firms; its
All-Cap Equity and Alternative Investment funds have earned Morningstar’s five-star
Flexible Plan provides full-service investment management for intermediary client
accounts, including individual accounts, 401(k) and IRA, variable annuities and variable
life, and mutual fund wrap accounts.