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Mission

Flexible Plan Investments, Ltd. is a leading provider of risk management investment services and, as a founding member of the National Association of Active Investment Managers (NAAIM), is one of the industry's trade association's largest and oldest active money managers. Our mission is to provide investors with competitive returns while reducing risk through the use of diversified investment products, cutting-edge technology and support services.


Technology

Our proprietary software and trading technologies enable us to actively manage thousands of accounts on a weekly basis. Flexible Plan provides management in a wide assortment of mutual fund and variable annuity families. Our technology allows clients access to multiple risk management strategies within a single investment portfolio.

History

Flexible Plan was founded in Bloomfield Hills, Michigan in 1981. Combining expertise in investment analysis, system design, and software development, our founder and President, Jerry Wagner, anticipated technological innovations that allow average investors to enjoy professional management advantages at one time available only to institutions and high net worth individuals.

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