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Current company Flexible Plan Investments, Ltd.
Financial Services · 87 employees · Founded 1981 · Bloomfield Hills, Michigan, United States
Flexible Plan Investments | Dynamic, Risk-Managed Investing Since 1981
TAMP | SMAs | Adviser Solutions | OnTarget Investing®
Featured Resource: The Role of Gold in Investment Portfolios — Read the white paper -> https://flexibleplan.actonservice.com/acton/media/34940/sm-gold-investment-portfolios-2025
Flexible Plan Investments (FPI) is a turnkey asset management program (TAMP) and Registered Investment Adviser (RIA) offering dynamic, risk-managed investment strategies for Financial Advisers, RIAs, and Broker-dealers.
We’ve helped Advisers preserve and grow client wealth through actively managed, fee-based separately managed accounts (SMAs) for over 40+ years. Our strategies are designed to adapt to changing markets and are available across equities, fixed income, and alternatives.
Advisers can access multiple actively managed strategies in a single account and offer clients true diversification—using ETFs, mutual funds, VAs, VULs, 401(k)s, 403(b)s, and trust accounts.
Our proprietary OnTarget Investing® process empowers Advisers to set personalized benchmarks for clients, measure progress to that benchmark, and manage client expectations—while focusing on growing AUM.
Why Advisers Choose FPI:
• Access multiple strategies in a single SMA
• Built-in risk management across asset classes
• Full back-office, service, and tech support
• Seamless custodian and platform integration
• Rules-based investment models
• Custom client benchmarks with OnTarget Reporting®
Headquartered in Bloomfield Hills, Michigan, we serve over 600 financial firms nationwide. With over a billion in assets under management and a team of 70+ professionals, we help Advisers scale efficiently delivering better outcomes for their clients.
Ready to differentiate your practice with risk-managed strategies?
Visit www.flexibleplan.com or connect to learn how we help Advisers grow with confidence.
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