Flexible Plan Investments
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.