CTOs on the Move

Flexible Plan

www.flexibleplan.com

 
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 ...
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million
  • www.flexibleplan.com
  • 3883 Telegraph Road Suite 100
    Bloomfield Hills, MI USA 48302
  • Phone: 800.347.3539

Executives

Name Title Contact Details
Jeffrey Ingalsbe
CIO and CISO Profile
Jeffrey Ingalsbe
Senior Vice President, Chief Information Officer and Chief Information Security Officer Profile
Jeffrey Ingalsbe
Senior Vice President, Chief Information Security Officer Profile

Similar Companies

Candidly

Candidly is an AI-driven student debt and savings optimization platform that addresses the full lifecycle of education expenses and empowers people to make simultaneous progress on paying down student debt and building wealth.

Heartland Credit Union

HCU is a Credit Union, which means we care about our members and not just their money. Mission: Delivering Solutions, Earning Trust, Building Relationships. That`s it...that`s what we do. Description: With so many choices out there for financial institutions, why choose Heartland Credit Union? That`s a question we are always striving to have an answer for. In a nutshell, HCU is different because we hear our members. We build our products and services around the ideas, recommendations and concerns that our members have expressed to us. We only offer solutions that we feel are in your best interests and we will never be the ones to put you in a position that you can`t financially afford to be in. Ultimately we know that we have to earn, re-earn and then earn again, your business. We don`t believe that just because we build it, you will come. We know that we have to back it up with the quality of service you expect and deserve, each and every time to come to us.

Pacific Debt

Pacific Debt was founded in an effort to address the growing tide of unsecured debt in the United States. Our mission has always been to put the consumer first and make customer satisfaction our top priority. In order to achieve these goals PDI places a major emphasis on customer service. We believe the customer is always right and do everything in our power to meet or exceed expectations. This commitment to customer service has also allowed PDI to achieve an A+ rating as an accredited member of the BBB.

CVC Capital

CVC Capital Partners Ltd. is a private equity firm specializing in middle market, mature, expansion, successions, management buyouts, buyins, leveraged buyouts and buyins, recapitalization, restructuring, growth, growth equity, and acquisitions. The firm makes investments in medium to large sized companies. It seeks to invest in industrial and service sectors including telecommunications, information technology, electronics, biotechnology, medical, energy, chemistry, new materials, industrial automatisms, tech-enabled businesses such as human resources software, data centers or software as a-service, industrial goods and services, other manufactured goods, financial services, manufacturing, services, distribution, media, retail, telecom, media, technology, consumer goods, buildings, and public works. The firm also seeks to make infrastructure investments in Europe in the following sectors: transport, public or business utilities, provision of government services, communications infrastructure, energy production and provision, and businesses providing related regulated services. It prefers to invest in companies based in Middle East, North Africa, North America, Latin America, Southeast Asia, Asia with a focus on Hong Kong, Japan, Australia, New Zealand, Singapore, South Korea, Taiwan, and Europe with a focus on France, Germany, and Switzerland. The firm targets a minimum equity investment of $150 million for its European funds and $50 million for its Asian funds. It typically invests between €150 million ($197.73 million) and €1.5 billion ($1977.28 million) in companies with enterprise values between €300 million ($398.93 million) and €10 billion ($1329.77 million) and revenues between €200 million ($263.64 million) and €50 billion ($65909.5 million). For Asia Pacific region, the firm seeks to invest in companies with enterprise value between $100 million to $5 billion. The firm typically holds its investment for five years or more. It also prefers to take a board seat in its portfolio companies. It typically acquires a joint interest or controlling or significant minority interests in European, Asian, and North American companies. CVC Capital Partners Ltd. was founded in 1981 and is based in London, United Kingdom with additional offices across Europe, North America, and Asia.

Morneau Sobeco Income Fund

Morneau Sobeco Income Fund is one of the leading companies in Financial Services industry. Morneau Sobeco Income Fund is based in North York, ON. You can find more information on Morneau Sobeco Income Fund at www.morneausobeco.com