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We are a community bank, established in 1924, focusing our attention on local families and businesses. We have chosen to be the most extraordinary community bank in our market areas, offering a fully integrated package of financial products and services that meet the needs of consumers and businesses throughout each stage of life. Our vision is to be recognized as the bank where every customer refers a new customer.
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.
Gary Bowyer is a Park Ridge, IL-based company in the Financial Services sector.
NASDAQ OMX Commodities Clearing NOCC is a Chicago, IL-based company in the Financial Services sector.
CLSA Ltd. Founded in 1986 by two former journalists, CLSA has its headquarters in Hong Kong and offices or representatives in 20 cities across the Asia-Pacific region, as well as Amsterdam, London and New York.