Flexible Plan Investments, Ltd.
Timothy Hanna, CFA, CFIP, is a seasoned finance professional with extensive experience in portfolio management and investment strategies. Currently serving as a Senior Portfolio Manager at Flexible Plan Investments, Ltd. since January 2014, Timothy is responsible for applied economic and quantitative research as well as reviewing and modifying investment algorithms. Prior to this role, Timothy held positions such as Institutional Fixed Income Manager at Multi-Bank Securities, Inc., where management of institutional client portfolios was key, and Derivatives Trader at HT Trading, focusing on fundamental and technical analysis. Additional experience includes serving as Director of Finance at Konzepts, Inc., where a significant increase in sales was achieved, and Strategic Manager at J.Zaryckyj, enhancing operational efficiency. Timothy's educational background includes a Master's degree in Finance from Walsh College and a Bachelor's degree in Accounting from Wayne State University.
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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