Get to know Flexible Plan Investments

2022 Strategist of the Year
Learn more

Introducing

FPI FundLink

using American Funds

Learn more
 

Managing the non-traditional is our tradition

Dynamic portfolios designed for the unexpected
Why FPI

Turnkey portfolios

Turnkey and custom portfolio solutions that are managed for risk and growth
Portfolio solutions

RIA solutions

Guiding clients and building strong relationships
You can do both

Performance tools and tech

The latest technology and tools to assess portfolio performance and suitability.
Explore more

Current Market Environment

See the big picture

Recent Posts

Read More

Industry recognition

smartx-strategist-of-the-year
wealth-advisors-top-100-model-portfolios-and-smas
definitive-lipper-fund-awards-2022-winner-united-states
think-advisor-luminaries-2021-executive-leadership
morningstar-2021-top-performing-allocation-50-percent-to-70-percent-equity-fund
morningstar-2020-top-performing-tactical-allocation-fund
morningstar-2017-top-performing-IS-equity-mutual-fund
wealth-management-finalist-asset-managers-seperate-accounts-2019
wealth-management-finalist-asset-manager-alternatives-2016
wealth-management-finalist-best-SRI-strategy-2016
detroit-free-press-top-workplace-2021-2013-2012-2011
inc-5000-award
naaim-founder
cranes-detroit-top-money-manager
financial-times-award

Where we manage

Third-Party Custodians*
...
Insurance-Based Platforms*
...
Retirement-Based Platforms*
Retirement-based
Model Manager and Strategist Platforms*
...
Retirement Model Manager Platforms*
Retirement-based
*Only a partial list and subject to change, not all strategies available on all platforms.