Flexible Plan Investments

Founding Date

Flexible Plan Investments seeks to preserve and compound wealth through dynamic risk management. Its turnkey asset management program enables advisors to access and combine its various risk-managed strategies within a single account. Flexible Plan Investments also offers advisors the OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress.

  • Flexible Plan Investments's fee-based separately managed accounts provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on a range of different platforms. 
  • The OnTarget Reporting process has helped set and maintain client expectations while providing an investment approach to deliver effective money management solutions to the brokerage community. 
  • Its strategically diversified portfolios of actively managed strategies are available within wrap-fee trust accounts, VAs, VULs, 403(b)s and 401(k)s utilizing no-load mutual funds and ETFs.