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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.
Gateway Mortgage Group believes strongly in its obligation to demonstrate leadership at a local, national and global level. In addition to regularly donating to churches and charitable organizations that meet the needs of those who need it most, Gateway`s dedication also extends to benefit people all over the world. Recently, a donation from Gateway helped build a school in a small village in Northern Nigeria that educates more than 300 students. Gateway`s leadership also elects to provide a monthly donation to the Maisha International Orphanage in Kenya.
Edwina Team is a Oxnard, CA-based company in the Financial Services sector.
Rhône Group is a global private equity firm, specializing in mergers and acquisitions, leveraged buyouts, recapitalizations, and partnerships with particular focus on European and trans-Atlantic investments.
Steele Capital Management is a Dubuque, IA-based company in the Financial Services sector.