Flexible Plan Investments, Ltd.
Josh Boerger is an accomplished Account Executive at White Glove, a tech-enabled marketing services company, since June 2020, specializing in strategies for professional advisors. Prior to this role, Josh served as a Relationship Manager at Q3 Asset Management and SEI, focusing on tactical investment approaches and consultative sales. Josh's earlier experience includes significant achievements as a Regional Sales Manager at Flexible Plan Investments, Ltd., where recognition as #1 Internal Sales Producer was attained. Additional experience as a Financial Advisor at Morgan Stanley, complemented by a Bachelor's degree in Finance from Western Michigan University and current studies as a Certified Financial Planner candidate at Oakland University, underscores Josh's strong foundation in financial services and business development.
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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