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