SDBA strategy using Advisor Class Shares

FlexPlan Strategic

One turnkey strategy bringing institutional-grade investing, dynamic risk management, and professional oversight to your clients’ self-directed brokerage accounts (SDBAs)—available only from Flexible Plan Investments.

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Help clients make the most of their retirement savings

FlexPlan Strategic offers financial advisers a way to actively manage self-directed brokerage accounts (SDBAs), providing professional oversight, risk control, and diversified fund exposure to help clients stay invested with confidence.

Actively managed allocation

Reallocates quarterly to respond to market conditions.

Dynamic risk management

Funds are tactically adjusted within the strategy.

Enhanced diversification

Includes equity, income-focused, and managed futures exposure designed to increase portfolio resilience.

Exclusive advisor class shares

Available only to professional advisers.

Low minimum investment

$25,000 minimum at Fidelity and Schwab.

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Why advisers choose FlexPlan Strategic

Expand your services with a turnkey solution at a lower entry point

Offer institutional-grade management on workplace retirement accounts as low as $25,000 at Fidelity BrokerageLink and Schwab SDBA.

Retain client assets longer

Manage SDBA accounts before rollovers, giving clients more time to benefit from professional guidance.

Enhance client experience with active management

—Providing professional oversight and risk management can help clients feel more confident in their retirement investments, strengthening engagement and trust.

What it means for clients

Institutional-level management

Gives clients access to the same investment approaches used by high-net-worth investors, institutions, and foundations, providing more tools and professional guidance to support their retirement goals.

More investment options

Go beyond core funds and target-date strategies.

Multiple levels of dynamic risk management

We manage risk within each actively managed Quantified Fund, across funds used in each QFC strategy, and between the QFC strategies.

No direct advisory or management fees

Affiliated fund credits help reduce costs

How it works

FlexPlan Strategic invests in a diversified mix of actively managed funds to enhance portfolio stability and long-term growth potential.

Diversified fund selection

The strategy allocates among four actively managed Quantified Funds:

Quantified Common Ground Fund (QCGAX)—Values-based equity growth
Quantified STF Fund (QSTAX)—Momentum-driven market returns
Quantified Eckhardt Managed Futures Strategy Fund (QETAX)—Alternative diversification with managed futures
Quantified Managed Income Fund (QBDAX)—Defensive, market-leader income allocation

Risk-managed allocation

Portfolios are dynamically adjusted using:

Proprietary mean-variance optimization to balance risk and return.
Tactical risk management at the fund and strategy level to enhance stability.
Quarterly reallocation to capitalize on evolving market conditions.