Our Research Team

Jerry C. Wagner, J.D.

PRESIDENT AND FOUNDER

Jerry C. Wagner, a former tax and securities attorney, recognized early on that technology and hedge fund techniques could be applied to help individuals successfully invest while managing their downside risk. After spending time pioneering new techniques in market analysis, designing quantitative methodologies, and managing investment portfolios, Mr. Wagner founded Flexible Plan Investments in February 1981. 

Mr. Wagner is also a founding member of the National Association of Active Investment Managers (NAAIM), a nonprofit association of registered investment advisors who use dynamic or tactical asset-allocation strategies to manage over $30 billion in assets invested in mutual funds, ETFs, and annuities. Previously serving as director, chairman, president, and vice president, Mr. Wagner drafted the organization's code of ethics, was a co-author of their performance measurement standards, and has chaired their mutual funds and public relations committees. 

With over 40 years’ experience in the industry, Mr. Wagner has written numerous articles and white papers on the merits of active investing. He has been featured in Financial Planning magazine, Financial Advisor Magazine, the Journal of Investing, and other financial publications.

Mr. Wagner earned his bachelor’s degree in political science and an MBA in industrial relations from Michigan State University, and his J.D. from the University of Michigan. He is a member of the State Bar of Michigan.

Research papers and articles by Jerry
Strategic diversification can help protect clients in all types of markets Forbes, December 10, 2012
How RIAs open big doors to small investorsForbes, August 8, 2011
Rethink risk - August 1, 2003
Why market timing works - Journal of Investing, Summer 1992 Volume 6, Number 2
Buy and hope vs active management
Why we manage for risk and not just return

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Jason Teed, CFA

DIRECTOR OF RESEARCH AND SENIOR PORTFOLIO MANAGER

Jason Teed is responsible for the daily calculation of mutual fund trades, optimization of trading system models, development and verification of new algorithmic trading methodologies (up to and through completion and actual trading), proprietary asset-allocation design and testing, walk-forward optimization design and utilization, and fiduciary communication with clients.

Mr. Teed holds an MBA in finance from Walsh College of Accountancy and Business Administration, where he graduated magna cum laude. He holds the designation of Chartered Financial Analyst (CFA).

 

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Tim Hanna Photo

Tim Hanna

PORTFOLIO MANAGER

Tim Hanna is responsible for reviewing new and existing strategies and modifications for tradability, feasibility, and implementation. Mr. Hanna has a bachelor’s degree from Wayne State University and a master’s degree in finance from Walsh College. He holds the Certified Fixed-Income Practitioner (CFIP) designation and is studying for Level III of the Chartered Financial Analyst (CFA) program.

Before joining Flexible Plan Investments, he was an institutional bond broker at Multi-Bank Securities and previously a derivatives trader.

 

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Rukmal ("Rocky") Fernando

PORTFOLIO RESEARCH ASSOCIATE

With more than 15 years at Flexible Plan Investments, Rocky Fernando has an extensive overall knowledge of investment research and company functions. He is primarily responsible for handling reconciliations of GIPS compliance data and internal strategy-related data requests.

Mr. Fernando holds a bachelor’s degree in finance from Indiana University.

 

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Dori Tapp

RESEARCH ASSOCIATE

Dori Tapp is responsible for the daily calculation of mutual fund trades, as well as maintaining and screening the stock baskets within them. She is also responsible for assisting the research team with various projects.

Mrs. Tapp earned a degree in business administration from Northeastern University in Boston, Massachusetts.

 

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Gayan Nagoda

LEAD RESEARCH SOFTWARE DEVELOPER

Gayan Nagoda is responsible for the development and programming of Flexible Plan Investments’ proprietary algorithms, applications, historical financial data tools, advisor tools, and weekly Market Hotline. He uses the latest programming languages, development tools, software, and open mathematical financial libraries to program risk-management models. He has a degree in software engineering from the National Institute of Business Management–Sri Lanka and has a more than 10 years’ experience in software development.

 

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Daniel Rangel

PORTFOLIO ANALYST

Daniel Rangel is responsible for assisting the portfolio managers and programmers with conducting backtests for new strategies and writing weekly research commentary. He also monitors the current strategies and analyzes them to ensure they are performing optimally.

Mr. Rangel graduated from Texas Christian University, where he majored in finance and minored in French. He is currently fulfilling his prerequisites for a master’s degree in financial engineering.

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Troy Tanzy

RESEARCH ANALYST

Troy Tanzy is responsible for conducting quantitative investment research, performing statistical and econometric analysis of current strategies, and writing weekly research commentary. He is also responsible for researching and developing economic and financial frameworks for new investment strategies.

Troy earned his bachelor’s degree in finance with a minor in economics from Wayne State University. He is currently studying for Level I of the Chartered Financial Analyst (CFA) program. Before joining Flexible Plan Investments, Troy completed analyst internships with a large bank in Detroit, Michigan, and a registered investment adviser in Grosse Pointe, Michigan.


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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...