Flexible Plan Investments, Ltd.
Max A Ortlieb is a skilled graphic designer currently working at Flexible Plan Investments, Ltd. since January 2022. In the previous role as Head of Graphic Design and Marketing at Marvelous Promotions from August 2020 to August 2021, Max A Ortlieb focused on marketing and brand identity while assisting with client design projects. An internship at SPAR Group involved communication with retailers and managing data for high-profile clients, including Sony and Procter and Gamble. Max A Ortlieb's career began with a Junior Marketing Internship at Ashgrove Marketing Agency, where responsibilities included client communication and data organization. A Bachelor's degree in Marketing and Graphic Design was obtained from Oakland University in May 2021.
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