Where we can manage*


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THIRD PARTY CUSTODIANS

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INSURANCE-BASED PLATFORMS

Insurance-based platforms
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RETIREMENT-BASED PLATFORMS

Retirement-based platforms
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Adding a layer of active management to manage against risk

As investors searched for the investment strategy that worked in every market environment, Flexible Plan discovered that every strategy works until it doesn’t. If you diversify by not putting all your eggs in one basket, you have a better chance to survive and thrive in the financial marketplace.

But in the past such diversification was difficult to achieve—accounts would have to be established with multiple advisors, paperwork created for the different investment platforms utilized, and research done to determine which strategies to use and when. Now we can do all that for you with our Fusion sevice, or you can choose your strategies yourself—with just an Investment Management Agreement and a single custodian.

Flexible Plan offers a variety of management alternatives for today’s risk-conscious investor. From equity and income, to international, alternative, and sector funds—with socially responsible and faith-based strategies also available—we have a management strategy for the most discerning investor.

Our programs deliver access to over 100 actively managed strategies and suitability-based profiles covering all of the major asset classes and designed for different market conditions. For an investment as small as $5,000 per strategy, investors can hold a portfolio of strategies instead of putting all their investment “eggs” in one strategy “basket.”

Flexible Plan manages accounts within dozens of variable annuities and variable universal life policies, no-load mutual funds and for thousands of 401(k) and 403(b) participants. At VAs and VULs investors can allocate among up to five different strategies drawn from a wide selection of strategies in a single account.

  • Allowing investors to diversify among investment strategies
  • Giving portfolios the dynamic flexibility to cope with ever-changing markets
  • Providing financial planners with real choices to cushion assets during volatile markets
  • Opening up literally hundreds of new investment opportunities

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...