Anniversaries are a time to celebrate where we come from and how we’ve changed and evolved, innovating every step of the way.

If the last 40 years have taught us anything, it’s that it pays to be flexible. Like many others in 2020, we had to change the way we do business in response to a global pandemic, becoming a nearly 100% remote workforce almost overnight. With the help of our stellar Flexible Plan family and exceptional adviser partners and investor clients, we continued to provide the latest in risk-managed investment solutions and outstanding service we’re known for. Being nimble, flexible, innovative, and adaptable is how we’ve survived and thrived long enough to celebrate our 40th anniversary this year—and it is what will carry us forward into the next 40.

“Flexible Plan will constantly be changing. We’ll constantly be innovating, because that’s what we’re committed to do. You can’t work in multiple market environments without being flexible and without being innovative. I don’t think that’ll ever change.”

Jerry Wagner — President/Founder, Flexible Plan Investments

When you share success, it grows

Giving back is the best investment for improving the future

To celebrate our 40th anniversary, we are matching donations to charities nominated by our employees and our adviser and investor clients. Tell us which causes you’d like us to support by nominating a charity and pledging a donation. We’ll match donations to all qualifying charities submitted.*†

Find your charity on Charity Navigator Search.

*Maximum match of $1,000 total to each organization. $40,000 in matching funds available.

†Qualifying charitable organizations include most 501(c)(3) organizations that support causes such as education, health and human services, civic and community causes, arts and culture, and environmental concerns. Nominated organizations must appear on the IRS Tax Exempt Organization Search to qualify.

Nominate a charity

Twice the impact

Progress towards our matching goal


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Thanks to you, the following organizations have received matching donations from Flexible Plan.

A history of innovation


Jerry Wagner begins developing arbitrage, futures, and market timing software


Jerry Wagner creates and co-manages a hedge fund for Lexi-tech Associates, one of the first in the Midwest


Flexible Plan Investments, Ltd. (FPI) is established as registered investment adviser


Flexible Plan Investments moved from Jerry Wagner’s house and into its first office space.


Flexible Plan Investments moves to its current location in Bloomfield Hills.


Jerry Wagner is founding member of the Society of Asset Allocators and Fund Timers (SAAFTI), known today as the National Association of Active Investment Managers (NAAIM)


FPI opens its first accounts using the Evolution methodology


FPI opens Strategic Solutions, its mutual fund wrap program, making strategic diversification possible in a single account.

For A Better World, a suitability-based ESG portfolio is launched.


FPI launches its first subadvised mutual funds, for use in its portfolios


FPI introduces 401(k) separately managed accounts


The OnTarget Investing process is created to help manage and monitor clients’ expectations using a custom investment benchmark


Named a Top Money Manager by Crain’s Business Detroit


NAAIM launches the Wagner Award, a research paper competition designed to expand awareness of active investment management techniques.


FPI launches Faith Focused Investing, a Christian-based investment strategy


FPI becomes subadviser of the Quantified mutual funds and the first-ever gold bullion mutual fund (QGLDX)


FPI recognized as Financial Times 300 Top advisers

2016, 2019

FPI is named a finalist in Wealthmanagement.com awards


Quantified STF Fund (QSTFX) receives Morningstar’s top performing equity fund award


QFC Strategies are launched for a low-cost solution to a dynamic risk-managed portfolio


Risk-managed, multi-strategy turnkey core and explore investment solutions are launched


Morningstar names the Quantified STF Fund (QSTFX) the 2020 top-performing tactical-allocation fund.