Strategies

Selecting the right tools
for the job

In the beginning, Flexible Plan Investments practiced an early form of market timing, but Mr. Wagner and his research team realized that active investing needed to encompass more: more methodologies (now strategies), more asset classes, more managers, etc. And so, the concept of Strategic Diversification as practiced by Flexible Plan was born.

CORE SPECIALITY TACTICAL
Dynamic Fund ProfilesPDF
PDFA Better Buy & Hold ClassicPDF
Faith Focused InvestingPDF
All-Weather DynamicPDF Classic - Better WorldPDF
FusionPDF
All-Weather Dynamic LeveragedPDF Classic - Faith FocusedPDF
Lifetime EvolutionPDF
All-Weather StaticPDF Contrarian S&P TradingPDF
Market Leaders DynamicPDF
Bear NecessitiesPDF Diversified Tactical EquityPDF
Market Leaders StrategicPDF
Best TechPDF Gold Equity Tactical PatternsPDF
Market Leaders Strategic SAFPDF California Municipal RotationPDF Government Bond TradingPDF
Market Leaders TacticalPDF
Diversified BondsPDF Hedged Gold BullionPDF
  Evolution IIPDF Managed Income AggressivePDF
  For A Better WorldPDF Market Leaders Equity OnlyPDF
Global MaturitiesPDF Political Seasonality IndexPDF
Global SelectPDF S&P Tactical PatternsPDF
Managed IncomePDF
Self-adjusting Trend FollowingPDF
Market Leaders Sector GrowthPDF
Systematic AdvantagePDF
  Market Leaders Sector Growth UltraPDF
Systematic L/S Bond TradingPDF
  Municipal Rotation ETFPDF Tactical Emerging MarketsPDF
  Municipal RotationPDF Tactical Hard AssetsPDF
  Sector Index RotationPDF Volatility Adjusted NASDAQPDF
Sector SelectPDF  
  Select AlternativesPDF
  Strategic High Yield BondPDF
  Trivantage LeveragedPDF
  Trivantage UnleveragedPDF
  WP Income BuilderPDF
  WP StrategiesPDF
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How to put all this to work for you


Fusion - Powered by Flexible Plan Investments

In our experience, the best way to help investors realize their long term investment goals is through a strategically diversified portfolio designed to capture a reasonable portion of the gains while managing downside risk – everyday. This is accomplished by creating customized portfolios of strategies based on the risk capacity and tolerance levels indicated by the client’s answers to our suitability questionnaire.

Our Fusion allocation engine synchronizes multiple dynamically risk-managed strategies and asset class indexes into a robust strategically diversified portfolio customized according to individual risk thresholds..

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...