Jerry Wagner explains AI revolutions in fintech

In 1981, Jerry Wagner founded Flexible Plan Investments with a revolutionary idea: investment strategies should adapt to changing market conditions. Armed with a law degree from the University of Michigan and a passion for quantitative risk analysis, Jerry pioneered what would become known as dynamic risk management.

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AI’s Role in the future of financial services

In this exclusive podcast, Jerry shares his decades of quantitative investing experience and offers insights into the coming AI revolution.

AI as the “intern”

Jerry explains how AI will first serve as a productivity tool, helping financial professionals streamline their work.
AI as the disruptor

Over time, AI will reshape how advisers deliver services, changing client expectations and transforming the entire industry.

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Decades of dynamic risk management at Flexible Plan Investments

From its founding in 1981, Flexible Plan has grown to manage millions of dollars in assets, serving advisers and their clients across the country. Unlike static strategies, its adaptive approach adjusts portfolios based on market signals and quantitative analysis.

The origins of Flexible Plan Investments

Jerry’s vision began with a commitment to innovation—moving beyond buy-and-hold to strategies that actively manage risk.

How dynamic risk management works

By combining multiple strategies across equities, bonds, and alternatives, FPI can help reduce volatility and provide a smoother investment journey.

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Professionally managed portfolios within a single separately managed account

Mutual fund and ETF options across multiple strategies and asset classes

Dynamic risk management built into every portfolio

Comprehensive adviser and client support

Custom client benchmarks with OnTarget Investing reporting

Why advisers choose Flexible Plan Investments

What sets FPI apart is not only leadership, but a commitment to innovation and adaptation. While many firms stick to traditional buy-and-hold strategies, FPI believes in active risk management, adjusting strategies as market conditions change.

Ready to learn more? Contact us today

Flexible Plan Investments is ready to partner with you. Discover how adaptive investing and dynamic risk management can help you navigate market volatility.

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More thoughts from Jerry on AI for financial advisers

The DisruptED World of Financial Services with Industry Titan Jerry Wagner

From Code to Client Service: The Flexible Plan Investments Difference in TAMP Solutions

The AI hammer: How advisors can truly nail problems with AI

Why traditional 60/40 portfolios need reassessment

The Role of Gold in Investment Portfolios 2025 white paper cover

For illustrative purposes only.

Jerry Wagner’s legacy in adaptive investing

For over four decades, Jerry has built Flexible Plan Investments into a leading turnkey asset management program (TAMP). His approach combines rigorous data analysis with adaptive portfolio strategies that help investors navigate volatile markets while seeking to preserve and grow wealth.