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

Investment Management

Flexible Plan Investments, Ltd.

Jerry Wagner

Sam Sheeran

Rukmal Fernando

Daniel Poppe

Araj Sengar

Michael B.

Blake Eads

Juan Daviess

Charles Wagner

Brandon Noronha

Michelle Higgins

Rukshan Fernando

Gregory Smith

Jeffrey Ingalsbe

Melissa Karas

Kevin Nowak

The Business and Data Analysis team at Flexible Plan Investments, Ltd. specializes in analyzing market trends, client data, and investment performance to optimize portfolio strategies. They develop and maintain databases, conduct in-depth research, and provide valuable insights to support dynamic risk management and strategic decision-making within the firm's fee-based, separately managed accounts. 

Business and Data Analysis

Technology Team

Leadership Team

Business and Data Analysis

About

Team members

Other teams at Flexible Plan Investments, Ltd.

Technology Team

Leadership Team