Flexible Plan Investments Ltd

Flexible Plan Investments Ltd is a company based in Bloomfield Hills, Michigan. As a turnkey asset management program (TAMP), they employ 56 individuals and generate around $20 million in annual revenue. Flexible Plan Investments provides advisors with access to a range of risk-managed strategies that can be combined within a single account. Their fee-based separately managed accounts offer diversified portfolios encompassing equity, debt, and alternative asset classes across various platforms. In addition, they offer the OnTarget Investing tool, designed to assist advisors in establishing realistic, customized benchmarks for clients and regularly monitor progress. The company's focus is on delivering effective money management solutions to the brokerage community. Their strategically diversified portfolios of actively managed strategies are available within wrap-fee trust accounts, Variable Annuities (VAs), Variable Universal Life (VULs), 403(b)s, and 401(k)s. These portfolios utilize no-load mutual funds and Exchange Traded Funds (ETFs). For further information, you can visit Flexible Plan Investments' website at www.flexibleplan.com/.