Helping your clients reach their goals

Monitoring and managing your clients investments

Recognizing that financial advisors have the fiduciary responsibility to manage and protect every client’s investment portfolio, Flexible Plan provides the tools to manage increased portfolio risk, be nimble and opportunistic in changing market environments, and help control investors’ expectations.

Build your own portfolios using our strategies, research and testing, allowing you the freedom to provide custom service to your clients.

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Utilize over 100 actively managed strategies, with six core strategies, each including five suitability-based profiles and covering all of the major asset classes.

Or, let us do it for you. Our Fusion and Fusion Prime services will allocate, monitor, and add and remove strategies and indices to your portfolio monthly.

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Get access to our proprietary OnTarget Investing process, to help set client expectations, provide quarterly monitoring of investment goals, and create multiple sources of discussion with clients

Individual 403(b) account management at Fidelity and TIAA for many universities and hospitals

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Provide management to existing “under water” managed variable annuities with our active management approach.

Managed accounts for participants at select 401(k)s, including Schwab PCRA.

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Advisor tools

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Advisor Tools

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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...