Join Flexible Plan Investments (FPI) for a discussion on how to position ETF strategies for performance and resilience across market environments. Since 2004, FPI has helped advisers build ETF SMAs to meet diverse portfolio needs—equity, fixed income, alternatives, global, and principled investing. In this session, you’ll hear directly from our leadership team as they share the data and process behind FPI’s adaptive approach to ETF investing.

Join us for this month's webinar, and we’ll show you:

• Where market leadership has moved—and what that means for client portfolios
• How our Market Leaders strategy identifies and adapts to those shifts
• Why working with us means less disruption—we handle the transition work, including book moves, for you

Join us for a live webinar to learn more about this strategy and how it may help you align client values without sacrificing disciplined risk management. In this webinar, we’ll discuss:

• The investment philosophy behind Common Ground Direct Investing
• How the strategy seeks to manage volatility across market environments—drawing on three years of live performance history and supporting historical analysis
• The strategy’s potential role within a diversified client allocation
• Our Principled Investing Give Back program, which allows clients to direct 10% of the net advisory fees FPI collects for the strategy to a qualified charitable organization of their choice