Flexible Plan Investments on Invent Village

Managed Multi-Strategy Portfolios

Customized, dynamic risk-managed solutions

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How we’re different

No advisory cost
No separate advisory expense for professional active management typically only available or institutional or high-net worth investors.
Ease of use
One-stop solution for a suitability-based managed account.
Dynamic Risk Management
Proactive management, complementing traditional diversification to reduce risk and find opportunities for portfolio growth.
True Diversification
Alternative asset classes AND alternative strategies to offset index risk
Multi-strategy Portfolios and diversification
No single methodology works in every market environment, you can add strategies to your portfolio or make use of our multi-strategy, turnkey options.
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TAMP Services—coming soon

Creative Fintech Advisor Solutions

OnTarget Monitoring, My Business Analyzer, Crash Tester, Anti-Fragility measures, and more; provide insight not just data

Personal Service, not just Computers

AI is great, but sometimes you just need to talk to an experienced person

Schedule a consultation and get started today

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Empowering Advisers with Dynamic, Risk-Managed Solutions Since 1981
Flexible Plan Investments (FPI) has been a pioneer in providing innovative investment management services for over four decades. Offering 50+ dynamically risk-managed strategies with SMAs for mutual funds, ETFs, and variable annuities—including core, explore, socially responsible, and biblically responsible options—FPI helps advisers build resilient portfolios.

Since 1998, FPI has redefined diversification by enabling advisers to allocate across strategies, not just asset classes. With FPI’s multi-strategy turnkey solutions, portfolios are actively monitored and adjusted—underperforming strategies are replaced, new opportunities are added, and allocations are optimized—helping clients achieve true diversification to navigate and weather market volatility.

As FPI’s founder and president, Jerry Wagner, proudly says, “Managing the non-traditional is our tradition.”

3883 Telegraph Road, Suite 100, Bloomfield Hills, MI 48302 | Toll Free: (800) 347-3539 | Fax: (248) 642-6741

PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS.
Inherent in any investment is the potential for loss as well as the potential for gain. A list of all recommendations made within the immediately preceding year is available upon written request. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A and Form CRS carefully before investing.

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