Jerry Wagner explains AI revolutions in fintech

AI’s role in financial services and how adaptive strategies can help manage risk and growth

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Ron Stefanski and Jerry Wagner
Jerry Wagner

In 1981, Jerry Wagner founded Flexible Plan Investments with a revolutionary idea: investment strategies should adapt to changing market conditions. Armed with a law degree from the University of Michigan and a passion for quantitative risk analysis, Jerry pioneered what would become known as dynamic risk management.

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Why traditional 60/40 portfolios need reassessment

Jerry Wagner’s legacy in adaptive investing

For over four decades, Jerry has built Flexible Plan Investments into a leading turnkey asset management program (TAMP). His approach combines rigorous data analysis with adaptive portfolio strategies that help investors navigate volatile markets while seeking to preserve and grow wealth.

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Decades of dynamic risk management at Flexible Plan Investments

From its founding in 1981, Flexible Plan has grown to manage millions of dollars in assets, serving advisers and their clients across the country. Unlike static strategies, its adaptive approach adjusts portfolios based on market signals and quantitative analysis.

The origins of Flexible Plan Investments

Jerry’s vision began with a commitment to innovation—moving beyond buy-and-hold to strategies that actively manage risk.

How dynamic risk management works

By combining multiple strategies across equities, bonds, and alternatives, FPI can help reduce volatility and provide a smoother investment journey.
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AI’s Role in the future of financial services

In this exclusive podcast, Jerry shares his decades of quantitative investing experience and offers insights into the coming AI revolution.

  • AI as the “intern”

    Jerry explains how AI will first serve as a productivity tool, helping financial professionals streamline their work.

  • AI as the disruptor

    Over time, AI will reshape how advisers deliver services, changing client expectations and transforming the entire industry.

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Jerry Wagner AI podcast

Ready to learn more? Contact us today

Flexible Plan Investments is ready to partner with you. Discover how adaptive investing and dynamic risk management can help you navigate market volatility.

Contact Flexible Plan Investments today