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Why use 20th Century Technology for 21st Century Investments?
Flexible Plan Investments, Ltd. is pleased to announce the availability of a ground-breaking asset allocation program called Next Generation Asset Allocation. In creating this new strategy, we have attempted to take each component in the asset allocation process and develop a cutting-edge solution:
- Patented software from Ibbotson/Morningstar utilizing Resampling Allocation™, an alternative to mean variance optimization, which even Dr. Harry Markowitz described as “…a better mousetrap!”
- True diversification, with investments chosen from 9 traditional asset classes and 9 alternative categories, 18 in all.
- Drawing on a managed universe of funds selected for the best balance of return versus their risk in a down market
- Active management of the investments selected for each asset class from this universe using Flexible Plan’s proprietary Evolution methodology with automatic monitoring and rebalancing programs triggered by results, not the date on the calendar.
- Hedging of each portfolio based on our proprietary Targeted Volatility Analysis.
Next Generation Asset Allocation features five suitability-based profiles founded on risk tolerance and investment time horizon, together with premium services such as automatic age-based profile adjustments and customized OnTarget Investing quarterly reporting. The strategy is available at Strategic Solutions and select variable annuity contracts as well as select 401(k) platforms.
PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. Inherent in any investment is the potential for loss as well as profit. A list of all recommendations made within the immediately preceding twelve months is available upon written request. Information used and cited is from sources believed to be reliable but Flexible Plan cannot guarantee its accuracy. |