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.

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

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...