| Name | Title | Contact Details |
|---|---|---|
Srikant Manda |
Chief Information Security Officer | Profile |
Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. We are a turnkey asset management program (TAMP), which means advisors can access and combine our many risk-managed strategies within a single account. Our 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 advisors our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. Headquartered in Michigan, Flexible Plan Investments` OnTarget Reporting process has helped set and maintain client expectations, while providing an investment approach to deliver effective money management solutions to the brokerage community. Our strategically diversified portfolios of actively managed strategies are available within wrap-fee trust accounts, VAs, VULs, 403(b)s and 401(k)s utilizing no-load mutual funds and ETFs.
We are a close-knit, collaborative team of mortgage experts with decades of mortgage lending experience who continue working as crucial links in the homebuying process to this day. No matter where you`re currently at on your career path, we welcome you with open arms to set you up for success. We`ve been around the block a few times and we`re passionate about training a new generation of mortgage professionals to create the future of mortgage lending.
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