About

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:

• A personal support team to help you gain AUM, improve client retention, and add value to your firm.
• Client services specialists to answer questions and assist with accounts.
• Administrative support for your back-office needs.