For advisors

Focus on gathering assets and building your business

Finding the proper balance between the time spent growing your client base versus trading and managing client expectations can be a challenge for many advisers. Flexible Plan is a nationally known investment adviser based in Bloomfield Hills, Michigan, dedicated to delivering effective money management solutions to the brokerage community.

You and your clients deserve more

Efforts to expand your practice often result in compromising attention to your current clients. Considerable time and resources are increasingly invested to continually monitor your clients’ portfolios and ensure they’re getting the management they expect.

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Financial Times 300

It may be time to move this responsibility to an experienced and dedicated management firm so you can focus on giving your clients the attention they deserve, and still have enough resources to serve even more.

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We can help you better leverage your time

The more customized
you can be, the better
you can serve
investor expectations

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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...