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Current company Flexpath Strategies
Financial Services · 9 employees · Founded 2015 · Aliso Viejo, California, United States
Founded in 2015, flexPATH Strategies is a privately held firm headquartered in Aliso Viejo, California, operating within the financial services industry. Our specialties include target date funds, 401(k) and retirement plan solutions, 3(38) fiduciary services, glidepath design, investment management, asset allocation, and both index and active strategies delivered through collective investment trusts. As one of the largest providers of multiple-glidepath target date funds in the industry and one of the fastest-growing target date fund managers, flexPATH Strategies manages over $83 billion in assets as of March 31, 2024. We serve as a fiduciary for underlying investment selection and monitoring, offering flexible, innovative retirement solutions designed to help support successful outcomes for plan participants. Our open-architecture approach features a robust investment search process backed by both quantitative and qualitative research. Quantitative insights are powered by the RPAG Scorecard System™—a proprietary evaluation framework used by over retirement-focused financial professionals managing more than $800 billion in assets. Our qualitative research is led by an experienced investment committee made up of four CFA charter holders and two CPFA professionals. We work in close partnership with financial professionals, plan sponsors, and investment managers to deliver efficient, research-driven strategies tailored to a broad range of investor needs.