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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

We are donating to 40 charities this year to celebrate our 40th anniversary. We invite you to join us in giving back. Tell us which causes you'd like us to  support by nominating a charity and pledging a donation. We’ll match donations to the first 40 qualifying charities submitted (maximum of $1,000 total to each organization).*

*Qualifying charitable organizations include most 501(c)(3) organizations that support causes including:

  • Education
  • Health and human services
  • Civic and community causes
  • Arts and culture
  • Environmental concerns

Nominated organizations must appear on the IRS Tax Exempt Organization Search to qualify.

Nominate a charity

Here are a few of the organizations that we support:
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Gleaners Community Food Bank of Southeastern Michigan
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Maggie’s Wigs 4 Kids of Michigan
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Heart 2 Hart Detroit
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A history of innovation

1969

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

1970

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

1981

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

1987

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

1989

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

1989

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)

1995

FPI opens its first accounts using the Evolution methodology

1998

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 also launched

2004

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

2005

FPI introduces 401(k) separately managed accounts

2007

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

2008-2014

Named a Top Money Manager by Crain’s Business Detroit

2009

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

2011

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

2013

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

2014-2015

FPI recognized as Financial Times 300 Top advisers

2016, 2019

FPI is named a finalist in Wealthmanagement.com awards

2017

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

2018

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

2019

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

2020

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