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Monitor your portfolio's progress
towards your custom benchmark

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ONLINE INVESTORS CAN
  • Retrieve account documents
  • View statements
  • Track current allocation and investment expectations
  • Receive account-related messages

OnTarget Report

Investing, when done well, is a full-time job with a defined process that must be initiated, monitored and executed if you are going to attain your targeted success

Inspired by over 30 years of investment management experience with tens of thousands of investors and their financial professionals, OnTarget Investing was born with a vision: to help investors reach their investment goals.

Your personal benchmark

Your answers to our suitability questionnaire will define your investment time horizon and risk tolerance so we can mutually set expectations for your portfolio.

Designing your solution

Your personal solution is designed using proprietary software to marry traditional and alternative investments with strategic and tactical strategies consistent with your benchmark.

Implementing the targeted investments

You will receive an investment proposal describing the management approach, current allocation and investment expectations. Based on the expectations outlined in the investment proposal, we will allocate and continually manage your account.

Managing to the target

Investment markets are dynamic, requiring continuous assessment to assure your account is OnTarget to reaching your goals. Our process applies multiple management approaches to reduce market risk.

Reporting your progress to the target

Evaluating the progress of your account is a crucial OnTarget component. You will regularly receive an OnTarget Progress Report so you know where we are in meeting 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...