Flexible Plan Investments is a turnkey asset management program (TAMP) where advisers can access and combine multiple risk-managed strategies within a single account. These 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 advisers the OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress, making client conversations a breeze.
We are early pioneers of separately managed accounts employing dynamic investment risk management with a team of 80+ professionals are ready to assist and save you time, including:
Year founded 1981
Headquarters 3883 Telegraph Rd. Suite 100 Bloomfield Hills, MI 48302
Number of RIAs and broker-dealers served 600+
Jerry Wagner — President/Founder, Flexible Plan Investments
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
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.
*GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.