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:
Jerry Wagner — President/Founder, Flexible Plan Investments
Disclosures:
The SMArtX 2022 Strategist of the Year award was given by SMArtX Advisory Solutions on March 2, 2022. It recognizes the leading strategies on the SMArtX platform across 11 categories based on a weighted, quantitative scoring system. No fee was paid in connection with this award. A fee was paid to The Wealth Advisor for consideration in America’s Best TAMPs and The Wealth Advisor’s Top 100 Model Portfolios and SMAs in February 2022. The 2022 Refinitiv Lipper Fund Award—United States was given by Lipper Funds on March 10, 2022. It is based on objective, quantitative criteria. No fee was paid in connection with this award. The ThinkAdvisor Luminaries award for Executive Leadership was given by ThinkAdvisor on August 16, 2021. Winners were selected by a panel of judges from across the advice industry, as well as by the ThinkAdvisor editorial team. An application fee was paid in connection with this award. The Morningstar award was given by Morningstar on January 14, 2022 (for 2021 based on Morningstar fund data as of December 31, 2020); January 14, 2021 (for 2020 based on Morningstar fund data as of December 31, 2019; March 13, 2018 (for 2017 based on Morningstar fund data as of December 31, 2016). No fee was paid in connection with this award. The WealthManagement.com Industry Award finalist designation was given by WealthManagement.com on June 7, 2019 (for 2019) and August 8, 2016 (for 2016). The WealthManagement.com Industry Awards were judged by a panel of 14 industry leaders. Winners were selected based on quantitative measures of their initiatives—such as scope, scale, adoption, and feature set—along with qualitative measures such as innovation, creativity, and new methods of delivery. An application fee was paid in connection with this award. The 2021 Top Workplaces award was given by the Detroit Free Press on November 15, 2021 (for 2021), November 22, 2013 (for 2013), November 19, 2012 (for 2012), and November 14, 2011 (for 2011). It recognizes companies and organizations in Michigan based on employee feedback gathered through a workplace survey conducted by Energage, the research and technology company behind the Top Workplaces awards. The anonymous survey measures 15 culture drivers, including alignment, execution, and connection. An application fee was paid in connection with this award. The Inc. 500|5000 award was given by Inc. Magazine most recently on August 25, 2015, and previously in 2014, 2013, 1995, 1994, and 1993. The award is based on a ranking of the nation's fastest-growing private companies according to revenue growth percentage. An application fee was paid in connection with this award. The Crain’s Top Money Manager award was given by Crain’s Detroit Business on July 1, 2014. It is based on assets under management within Wayne, Oakland, Macomb, Washtenaw, and Livingston counties in Michigan. No fee was paid in connection with this award. The 300 Top Registered Investment Advisers award was given by the Financial Times based on assets under management (AUM), AUM growth rate, years in existence, SEC compliance record, professional industry certifications, and online accessibility. No fee was paid in connection with this award.
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.
Disclosure: The Morningstar award was given by Morningstar on January 14, 2022 (for 2021 based on Morningstar fund data as of December 31, 2020); January 14, 2021 (for 2020 based on Morningstar fund data as of December 31, 2019; March 13, 2018 (for 2017 based on Morningstar fund data as of December 31, 2016). No fee was paid in connection with this award. The WealthManagement.com Industry Award finalist designation was given by WealthManagement.com on June 7, 2019 (for 2019) and August 8, 2016 (for 2016). The WealthManagement.com Industry Awards were judged by a panel of 14 industry leaders. Winners were selected based on quantitative measures of their initiatives—such as scope, scale, adoption, and feature set—along with qualitative measures such as innovation, creativity, and new methods of delivery. An application fee was paid in connection with this award. The 300 Top Registered Investment Advisers award was given by the Financial Times based on assets under management (AUM), AUM growth rate, years in existence, SEC compliance record, professional industry certifications, and online accessibility. No fee was paid in connection with this award.
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