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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.
Idaho Housing and Finance Association is a Boise, ID-based company in the Financial Services sector.
Founded in 2016, Better is a digital-first homeownership company whose services included mortgage, real estate, title, and homeowners insurance. From its founding in 2016 through mid 2021, Better funded over $45B in home loans and provided over $25B in cumulative coverage through Better Cover and Better Settlement Services, the insurance divisions of Better. Better has raised over $400M in equity capital since inception. The company was ranked #1 on LinkedIn`s Top Startups List for 2021 and 2020, #1 on Fortune`s Best Small and Medium Workplaces in New York, #15 on CNBC`s Disruptor 50 2020 list, as well as being listed to Forbes FinTech 50 for 2020.
North Shore Credit Union is a vibrant, innovative financial institution that ranks among the fastest-growing credit unions in Canada. We provide almost 300 employees with an environment that supports a healthy lifestyle, including a strong work
Blakely is a Houston, TX-based company in the Financial Services sector.