What we do

Multiple dynamic risk-managed
strategies in a single account


FPI does not promote employing a single strategy based on but one investing methodology. Instead, FPI encourages combinations of multiple diverse strategies into a single account. This is known as strategic diversification.


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Solutions to
laydowns and drawdowns


Typically, every strategy on its own will suffer from two problems—lay down and draw down.
They can occur at different times and during different market environments

laydowns and drawdowns graph

Laydown occurs when the strategy
is not producing returns or losses,
appearing stagnant.

Drawdown is the temporary loss
from a peak to a valley.

Strategic diversification is Flexible Plan’s proposed solution to these two common problems.

Diversification across
three dimensions


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

Institutional-like investing without the hassles


Flexible Plan Investments offers institutional-like investment strategies without the hassles: including leverage and inverse positioning without limited partnership structures, margin, illiquidity, high performance fees, lack of transparency, or short selling.

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...