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Home > Financial Services > Annuities > Flexible Plan Investments
Flexible Plan Investments
Flexible Plan Investments is a leading provider of risk management investment services and, as a founding member of the National Association of Active Investment Managers is one of the industry's trade association’s largest and oldest active money managers.
Flexible Plan was founded in Bloomfield Hills, Michigan in 1981. Combining expertise in investment analysis, system design, and software development, their founder and President, Jerry Wagner, anticipated technological innovations that allow average investors to enjoy professional management advantages at one time available only to institutions and high net worth individuals.
The Company proprietary software and trading technologies enable them to actively manage thousands of accounts on a weekly basis. Flexible Plan provides management in a wide assortment of mutual fund and variable annuity families. Their unique technology allows clients access to multiple risk management strategies within a single investment portfolio.
Flexible Plan offers a tailored menu of investment strategies designed to meet the unique needs of each of your clients. With the ability to combine strategies, advisors may create customized portfolios intended to provide risk reduction and return enhancement. Flexible Plan is committed to helping investment advisors grow their business. Flexible Plan offers the expertise of a talented team of portfolio managers, along with an experienced support staff to deliver state of the art risk management services.
The Company has over 70 investment professionals committed to providing exceptional support to every client. In addition to their comprehensive service staff, they have developed a state of the art computer system to ensure accurate account reporting. Flexible Plan's unique offering of the widest array of risk reduction strategies allows each client with the help of their financial advisor to create a personal investment portfolio. They look forward to working with each of you for a financially secure future.
The Company mission is to provide investors with competitive returns while reducing risk through the use of diversified investment products, cutting edge technology and support services.
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