Our 5-step OnTarget Investing process makes it easy to build dynamically risk-managed portfolios that are tailored to your clients’ financial goals, time lines, and risk tolerance.
Never again have the “How does my portfolio compare to the S&P 500?” conversation. With OnTarget Investing, clients receive personal benchmarks with their statements that are based on the goals and time horizons they define. These benchmarks, represented by the OnTarget Monitor, provide an easy, customized measure to judge the performance of their account.
5-step OnTarget Investing process:
Personal benchmark eBook Download
OnTarget statement explanation 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.