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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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