Dynamic risk-managed investing

Active management is focused on full market cycles,
not just the bull

calendar Not restricted to a calendar
responsive conditionsResponsive to market conditions
suitabilityFocus on targeting and managing an acceptable level of risk
leadersSeeks out the market leaders rather than investing in
"everything" all the time
We provide dynamic risk-managed strategies that can be utilized to respond to shifting market environments striving for competitive returns while reducing risk through all market cycles

Beating the market is not what dynamic risk-managed investing is all about; rather, it is an under-utilized portfolio complement of defensive tools. If the investor can reduce losses, performance will usually take care of itself over a full market cycle if the investor has more money to invest when the market comes back. With dynamic risk-managed investing, allocations can change when necessary with strategies designed to help investors reach their individual investment goals.

Market cycle math

Simple arithmetic demonstrates that it’s more important to strive to be protected from losses on the downside than to try and squeeze out every ounce of upside potential. Year after year, cycle after cycle, losses really add up.

Market over 50 years

Market cycles across a half century

While investors tend to focus on gains during bullish trends, the market has been in either a bear or sideways market for nearly half of the past 60 years. Passively managed portfolios simply do not possess the tools needed to take advantage of opportunities presented in each market environment.

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...