About

Preparing for the non-traditional is our tradition

Dedicated to preserving and growing wealth through dynamic risk management since 1981

Flexible Plan Investments is a turnkey asset management program (TAMP) where advisers can access and combine multiple risk-managed strategies within a single account. These 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 advisers the OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress, making client conversations a breeze.

We are early pioneers of separately managed accounts employing dynamic investment risk management with a team of 80+ professionals are ready to assist and save you time, including:

  • A personal support team to help you gain AUM, improve client retention, and add value to your firm.
  • Client services specialists to answer questions and assist with accounts.
  • Administrative support for your back-office needs.

Year founded
1981

Headquarters
3883 Telegraph Rd. Suite 100
Bloomfield Hills, MI 48302

Number of RIAs and
broker-dealers served

600+

“Flexible Plan will constantly be changing. We’ll constantly be innovating, because that’s what we’re committed to do. You can’t work in multiple market environments without being flexible and without being innovative. I don’t think that’ll ever change.”

Jerry Wagner — President/Founder, Flexible Plan Investments

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

History of Innovation

1969

Jerry Wagner begins developing arbitrage, futures, and market timing software

1970

Jerry Wagner creates and co-manages a hedge fund for Lexi-tech Associates, one of the first in the Midwest

1981

Flexible Plan Investments, Ltd. (FPI) is established as registered investment adviser

1987

Flexible Plan Investments moved from Jerry Wagner’s house and into its first office space.

1989

Flexible Plan Investments moves to its current location in Bloomfield Hills.

1989

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)

1995

FPI opens its first accounts using the Evolution methodology

1998

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.

2004

FPI launches its first subadvised mutual funds, for use in its portfolios

2005

FPI introduces 401(k) separately managed accounts

2007

The OnTarget Investing process is created to help manage and monitor clients’ expectations using a custom investment benchmark

2008-2014

Named a Top Money Manager by Crain’s Business Detroit

2009

NAAIM launches the Wagner Award, a research paper competition designed to expand awareness of active investment management techniques.

2011

FPI launches Faith Focused Investing, a Christian-based investment strategy

2013

FPI becomes subadviser of the Quantified mutual funds and the first-ever gold bullion mutual fund (QGLDX)

2014-2015

FPI recognized as Financial Times 300 Top advisers

2016, 2019

FPI is named a finalist in Wealthmanagement.com awards

2017

Quantified STF Fund (QSTFX) receives Morningstar’s top performing equity fund award

2018

QFC Strategies are launched for a low-cost solution to a dynamic risk-managed portfolio

2019

Risk-managed, multi-strategy turnkey core and explore investment solutions are launched

2020

Morningstar names the Quantified STF Fund (QSTFX) the 2020 top-performing tactical-allocation fund.