Actively managed ETF strategies with dynamic risk management

Flexible Plan Investments (FPI) combines decades of quantitative expertise with the transparency, liquidity, and efficiency of ETFs. Explore actively managed ETF strategies designed to adapt to changing markets—helping advisers pursue growth while managing downside risk.

These ETF offerings represent only a portion of FPI’s more than 100 separately managed account (SMA) strategies, providing advisers with a full range of risk-managed solutions to meet diverse client needs.

ETF strategies for every market environment

Our lineup of risk-managed ETF portfolios provides diversified exposure and adaptive management across asset classes and market conditions.

Equities

Fixed income

Alternatives

ETF strategies across market environments

Combining ETF efficiency with active intelligence

FPI’s rules-based investment process combines quantitative insight with extensive research to deliver disciplined, risk-managed ETF solutions.

Adaptive performance:

Designed to respond to changing market conditions and backed by measurable results.

Proven process:

Systematic, data-driven, and rooted in decades of experience.

ETF advantages:

Liquidity, transparency, and tax efficiency paired with professional oversight.

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Advisor consultation—ETF strategies next steps

Schedule a 1:1 consultation to explore how these ETF strategies could complement your clients’ existing portfolios.

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Download the full performance report with historical data and disclosures.

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