How do you plan to grow your business over the next year? We know this weighs on the minds of most RIAs looking to stay ahead of the competition. We can help you reach new audiences and expand your AUM with current clients using a range of managed portfolio options:
Individual workplace retirement accounts: Help clients use separately managed accounts within their 403(b) and 401(k) accounts, including the use of the self-directed brokerage account (SDBA) option that is already part of their plans.
SDBA prospecting flyer Download
Group retirement plans: Offer your plan-provider clients risk-managed investments within their pension and profit-sharing plan to help protect their employee participants against downturns in the market.
[white paper] Why target-date funds fall short Download
Variable annuities: We can help you professionally manage client variable annuity investments.
Variable Annuities Flyer Download
Principled investing: Meet client demands for values-based investment solutions—suitability-based, faith-based, and socially responsible options are available.
Invest to make a difference Download
Impact Investing Learn more
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.