Harness the power of partnering with a leading TAMP and using separately managed accounts (SMAs). Free yourself of back-office tasks, enhance your client-service offerings, and take advantage of marketing opportunities. Spend more time with your clients, all while building your business. We can:
FPI overview Download
For over 40 years, Flexible Plan Investments (FPI) has supported independent RIAs like you with the financial services and dynamic risk (and opportunity) management needed to build your business and help clients reach their financial goals.