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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.
Empowering diverse small businesses, entrepreneurs and homeowners to pursue their dreams by expanding access to prime capital for non-traditional borrowers.
Led by experienced industry specialists, our actively managed ETFs seek to deliver true, targeted exposure to the nascent asset classes of the Modern Economy. Explore Our ETFs Structured OutcomeGain Structured Outcome exposure to the S&P 500 price inde...
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