Flexible Plan Investments, Ltd.
Sam Sheeran, CFA, is a Research Analyst at Flexible Plan Investments, Ltd. since July 2021, previously serving as a Junior Research Analyst. Prior experience includes a role as a Finance Tutor at Western Michigan University's Haworth College of Business from January 2019 to July 2021, and an internship as a Financial Analyst at Foresight Capital Management Advisors, Inc. in the summer of 2019. Notably, Sam achieved recognition as a Regional Winner in the CFA Institute Research Challenge by authoring a sell-side research report on Domino's Pizza, securing first place and advancing to the national semi-finals. Sam holds a Bachelor of Business Administration degree in Finance from Western Michigan University, obtained in 2020.
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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