Flexible Plan Investments, Ltd.

Overview

Established in 1981, Flexible Plan Investments, Ltd. is a federally registered independent investment adviser based in Bloomfield Hills, Michigan. The firm specializes in dynamic, risk-managed investment solutions, offering a range of actively managed strategies across equity, debt, and alternative asset classes. With over $1.5 billion in assets under management as of June 30, 2023, Flexible Plan Investments serves financial advisers and their clients through its turnkey asset management program (TAMP), providing diversified portfolios within a single account. The firm's investment approach emphasizes dynamic risk management and multi-strategy diversification to adapt to changing market environments. Their OnTarget Investing tool assists advisers in setting realistic benchmarks for clients, enhancing client retention and value through comprehensive support services. Flexible Plan Investments also offers a suite of actively managed funds, including the Quantified Global Fund, which employs tactical asset-allocation strategies to adjust to market conditions. With a dedicated team of professionals, Flexible Plan Investments continues to innovate in the investment advisory industry, focusing on preserving and growing wealth through strategic diversification and cutting-edge technology. Their commitment to dynamic risk management and personalized client service has established them as a significant player in the asset management sector.