Flexible Plan Investments, Ltd.
Gregory Smith, CFA has a diverse work experience in the financial industry. Gregory began their career at The Kresge Foundation in 2008, where they held a non-specific role for a brief period. In 2009, they joined Ameriprise Financial Services, Inc. as a Former Assistant Treasurer, a position in which they still currently serves. Since 2011, Gregory has been a part of Flexible Plan Investments, Ltd., initially joining as an Associate Compliance Officer and later advancing to the role of Chief Compliance Officer in January 2014.
Gregory Smith, CFA pursued their education in finance, starting from Michigan State University where they obtained a Bachelor of Arts degree in Finance from 1980 to 1984. Following this, they enrolled in Wayne State University and earned an MBA with a specialization in Finance between 1987 and 1991. Finally, in 1997, Gregory completed the Chartered Financial Analyst (CFA) program to further enhance their knowledge and expertise in the field of finance.
Flexible Plan Investments, Ltd.
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