New low-cost, turnkey strategies from Flexible Plan Investments
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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, turnkey strategies from Flexible Plan Investments offer risk-managed alternatives for “core and explore” investors

Release Summary:
  • Flexible Plan Investments’ new “core and explore” investment strategies offer a low-cost, turnkey alternative to passive core investing.
  • Traditional, passive core portfolios offer diversification only for defensive purposes, which can leave investors vulnerable to big losses during steep market downturns.
  • Flexible Plan Investments’ Multi-Strategy Core, Multi-Strategy Explore and Fusion 2.0 turnkey strategies are designed to deliver three levels of risk management instead of just one.
  • The new “core and explore” strategies are offerings of Flexible Plan Investments’ Quantified Fee Credit (QFC) strategies and thus are available to financial advisers with little or no separately billed advisory fees.
  • Each strategy has a low minimum investment, and the billing, monitoring, trading, and reporting are all done by Flexible Plan Investments, making the investment process easy for financial advisers and their investors.

Bloomfield Hills, MI – October 1, 2019 – Flexible Plan Investments, Ltd. (FPI), a leading provider of dynamic, risk-managed investment solutions for the separately managed account industry, has launched a new suite of low-cost, turnkey “core and explore” investment strategies designed to provide risk-managed alternatives to the traditional “core and explore” portfolio.

 
At the tail-end of a 10-year bull market, with the memory of the 2000–2009 “lost decade” that preceded it still top of mind, the research team at FPI realized that today’s financial advisers need a dynamically managed option to traditional, passively managed core strategies. While traditional, passive core portfolios can do a good job of exposing investors to returns from a variety of asset classes, they may also trail the returns of the best asset classes during bull markets and sustain substantial damage when a bear market suddenly appears.

This is because passive core portfolios are built solely on the concept of diversification. Diversification seems to work best when markets are rising, yet that is when investors need its averaging influences the least. At the same time, when markets turn down, the diversification investors count on for protection can disappear as most assets decline together.

Flexible Plan Investments’ new “core and explore” investment strategies offer a low-cost, turnkey alternative to passive core investing. The core strategies, QFC Multi-Strategy Core and QFC Fusion 2.0, are each a “strategy of strategies.” In other words, they combine multiple dynamic, risk-managed strategies to create robust portfolios that can respond to changing market conditions—including steep downturns. These core strategies can be customized to one of five investor risk profiles and can be combined with passive core investments for additional risk management.

When it comes to the “explore” part of a “core and explore” portfolio, advisers tend to look for alternatives and special situations to add to their clients’ core portfolios. Whether they are looking for a bit more defense or a chance at some alpha, in reality, they are taking on a great deal of strategy risk.

FPI’s Multi-Strategy Explore options are designed to mitigate strategy risk by monitoring many different explore options and fashioning a multi-strategy explore portfolio that diversifies strategy risk while actively responding and adapting to changing market environments. Multi-Strategy Explore addresses four different broad investment scenarios: low volatility, low correlation, special equity, and equity trends.

All of FPI’s turnkey solutions are designed to deliver three levels of risk and opportunity management: (1) the dynamic management employed within the QFC funds used in each strategy; (2) the active apportionment between the funds required by the strategies themselves; and (3) the dynamic allocation employed among the strategies used in the multi-strategy options themselves.

The new “core and explore” strategies are offerings of FPI’s Quantified Fee Credit (QFC) series of strategies that make use of FPI subadvised funds (The Gold Bullion Strategy Fund and the eight Quantified Funds) exclusively. Therefore, they are available to financial advisers with little or no separately billed advisory fees. Broker-dealers and registered investment advisers can add their own advisory fees to the strategies.

Each strategy has a low minimum investment: $25,000 for QFC Fusion 2.0 or QFC Multi-Strategy Core and $5,000 for the Multi-Strategy Explore options. The monitoring, trading, billing, accounting, and reporting are done by FPI, making the investment process easy for financial advisers and investors.

“Our new turnkey solutions provide a superior user experience,” said Jerry C. Wagner, founder and president of Flexible Plan Investments. “They are designed to be easier to walk on board and a better way to cruise to new lands of opportunity through both calm and treacherous financial market seas.”

To learn more, 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 approximately $1.5 billion in assets for clients in its separately managed account business (as of 6/30/19). FPI is dedicated to preserving and growing wealth through dynamic risk management. FPI is a turnkey asset management program (TAMP), which means advisers 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 many fintech tools, including its OnTarget Investing service, which helps set realistic, custom benchmarks for clients and regularly measure progress. For more information, visit flexibleplan.com.
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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...