Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. We are a turnkey asset management program (TAMP), which means advisors can access and combine our many risk-managed strategies within a single account. Our fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. We also offer advisors our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress.

Headquartered in Michigan, Flexible Plan Investments’ 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. Our 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.


https://www.flexibleplan.com/disclosures

Investment Management

Flexible Plan Investments, Ltd.

Flexible Plan Investments, Ltd.'s headquarters in Bloomfield Hills, MI, United States

Jerry Wagner

Michelle Higgins

Rukshan Fernando

Gregory Smith

Melissa Karas

At Flexible Plan Investments, Ltd., the Technology Team is responsible for maintaining and optimizing the company's IT infrastructure, ensuring robust cybersecurity measures, and developing software solutions that facilitate the dynamic risk management and diversified portfolios offered by the firm. The team's expertise ranges from network and systems administration to software engineering and quality assurance, enabling seamless operation of the company's OnTarget Investing tool and other technology-driven financial services.

Technology Team

The Business and Data Analysis team at Flexible Plan Investments, Ltd. specializes in analyzing market trends, client data, and investment performance to optimize portfolio strategies. They develop and maintain databases, conduct in-depth research, and provide valuable insights to support dynamic risk management and strategic decision-making within the firm's fee-based, separately managed accounts. 

Business and Data Analysis

The Leadership Team at Flexible Plan Investments, Ltd. is responsible for steering the company’s strategic direction and overseeing the execution of key initiatives. This team of senior executives ensures compliance with regulatory standards, manages information security, develops and maintains national account relationships, oversees marketing strategies, ensures smooth operational processes, and maintains financial health. Their collective expertise drives the company’s mission to provide effective and dynamic risk-managed investment solutions.

Leadership Team

The Sales and Marketing team at Flexible Plan Investments, Ltd. is responsible for promoting the company's dynamic risk management and diversified investment strategies to financial advisors and the brokerage community. They manage client relationships, develop market strategies, and drive sales through various channels. This team collaborates closely to enhance brand presence and effectively communicate the benefits of the company's asset management solutions.

Sales and Marketing

The Creative and Design Team at Flexible Plan Investments, Ltd. is responsible for developing visually compelling materials that support the company's marketing and communication efforts. This team designs brochures, presentations, and digital content that effectively convey the value of the company's dynamic risk management and investment strategies. Through innovative and engaging graphic design, the team upholds the company's brand identity and helps advisors communicate complex financial concepts to their clients.

Flexible Plan Investments, Ltd.

Org chart

Teams

Technology Team

Business and Data Analysis

Leadership Team

Sales and Marketing

Creative and Design Team

Offices

Flexible Plan Investments, Ltd.

Org chart

Teams

Technology Team

Business and Data Analysis

Leadership Team

Sales and Marketing

Creative and Design Team

Offices

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