If the last 40 years have taught us anything, it’s that it pays to be flexible. Like many others in 2020, we had to change the way we do business in response to a global pandemic, becoming a nearly 100% remote workforce almost overnight. With the help of our stellar Flexible Plan family and exceptional adviser partners and investor clients, we continued to provide the latest in risk-managed investment solutions and outstanding service we’re known for. Being nimble, flexible, innovative, and adaptable is how we’ve survived and thrived long enough to celebrate our 40th anniversary this year—and it is what will carry us forward into the next 40.
Jerry Wagner — President/Founder, Flexible Plan Investments
To celebrate our 40th anniversary, we are matching donations to charities nominated by our employees and our adviser and investor clients. Tell us which causes you’d like us to support by nominating a charity and pledging a donation. We’ll match donations to all qualifying charities submitted.*†
Find your charity on Charity Navigator Search.
*Maximum match of $1,000 total to each organization. $40,000 in matching funds available.
†Qualifying charitable organizations include most 501(c)(3) organizations that support causes such as education, health and human services, civic and community causes, arts and culture, and environmental concerns. Nominated organizations must appear on the IRS Tax Exempt Organization Search to qualify.
Jerry Wagner begins developing arbitrage, futures, and market timing software
Jerry Wagner creates and co-manages a hedge fund for Lexi-tech Associates, one of the first in the Midwest
Flexible Plan Investments, Ltd. (FPI) is established as registered investment adviser
Flexible Plan Investments moved from Jerry Wagner’s house and into its first office space.
Flexible Plan Investments moves to its current location in Bloomfield Hills.
Jerry Wagner is founding member of the Society of Asset Allocators and Fund Timers (SAAFTI), known today as the National Association of Active Investment Managers (NAAIM)
FPI opens its first accounts using the Evolution methodology
FPI opens Strategic Solutions, its mutual fund wrap program, making strategic diversification possible in a single account.
For A Better World, a suitability-based ESG portfolio is launched.
FPI launches its first subadvised mutual funds, for use in its portfolios
FPI introduces 401(k) separately managed accounts
The OnTarget Investing process is created to help manage and monitor clients’ expectations using a custom investment benchmark
Named a Top Money Manager by Crain’s Business Detroit
NAAIM launches the Wagner Award, a research paper competition designed to expand awareness of active investment management techniques.
FPI launches Faith Focused Investing, a Christian-based investment strategy
FPI becomes subadviser of the Quantified mutual funds and the first-ever gold bullion mutual fund (QGLDX)
FPI recognized as Financial Times 300 Top advisers
FPI is named a finalist in Wealthmanagement.com awards
Quantified STF Fund (QSTFX) receives Morningstar’s top performing equity fund award
QFC Strategies are launched for a low-cost solution to a dynamic risk-managed portfolio
Risk-managed, multi-strategy turnkey core and explore investment solutions are launched
Morningstar names the Quantified STF Fund (QSTFX) the 2020 top-performing tactical-allocation fund.
Click and drag the blue slider to reveal where we are and where we’re going
At Flexible Plan Investments, “Managing the non-traditional is our tradition.” As a leader and innovator in the creation of dynamically risk-managed investment strategies, our goal is to help advisers and their clients achieve competitive returns, while working to reduce investment risk.
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