Americas Best TAMPS 2024 - 31

2024 AMERICA'S BEST TAMPS
FLEXIBLE
PLAN
Jerry Wagner
Founder & President
Flexible Plan Investments, Ltd. * 3883 Telegraph Road,
Suite 100, Bloomfield Hills, MI 48302
www.flexibleplan.com
Named the 2022 Strategist of the Year by SMArtX, Flexible Plan
Investments, Ltd. (FPI) delivers effective money management, client
communications, and back-office solutions to financial advisers. FPI's
professional money managers create and manage client portfolios for
advisers, freeing up their time to grow their practices. For more than
40 years, FPI's focus has been on preserving and growing capital while
responding to shifting market environments in real time-providing
investors with competitive returns while reducing portfolio risk.
" Dynamic risk management is at the core of everything we do, " Jerry
Founded in 1981, Flexible
Plan Investments (FPI)
maintains 50 different
dynamically risk-managed
strategies for mutual fund,
ETF, and variable annuities.
Since 1998, its TAMP has
allowed advisers to diversify
by strategies, not just asset
classes. FPI also provides
multi-strategy turnkey
options, where FPI allocates
to strategies, automatically
drops underperforming
strategies and adds new ones,
so that a client's portfolio can
be correctly positioned to
weather market storms.
Advisers demand
personalized service and
accessibility, and FPI provides
it with experienced sales and
customer service staffs. In
addition, FPI's programming
department continues to
innovate, providing: OnTarget
Investing monitoring, with
personalized benchmarking
for each client's portfolio;
illustrations and proposals;
crash, diversification,
durability, and anti-fragile
testing solutions; and
My Business Analyzer, a
dashboard that advisers can
use to monitor their FPI client
accounts daily.
FPI has agreements with
over 600 B-D and RIA firms
nationally, managing SMAs,
participant self-directed
brokerage accounts and group
retirement plans.
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
QUALITY
FINANCE
DIRECTION
DECISION MAKING
PLANNING
BANKRUPT
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
Wagner, founder of FPI, a former tax and securities law attorney, and
a quant for over 50 years, explains. " Beating the market is not what
active management is about; rather, it is an underutilized defensive
tool. If you can reduce losses, performance over a full market cycle will
usually take care of itself. We want investors to have more money to
invest at market bottoms when the market starts to gain ground once
again. "
Along with dynamic risk management, FPI employs multi-strategy
diversification as a defensive tool. Multi-strategy diversification is our
solution to reducing volatility in an attempt to achieve better results
through full market cycles. FPI's free OnTarget Investing process
improves client retention rates by monitoring performance of a client's
portfolio in relation to their personalized benchmark.
The SMArtX 2022 Strategist of the Year award was given by SMArtX Advisory Solutions
on March 2, 2022. It recognizes the leading strategies on the SMArtX platform across
11 categories based on a weighted, quantitative scoring system. No fee was paid in
connection with this award.
Type of Program:
SMAs, Model Manager
Total Assets in Program:
$1.4+ billion (12/31/23)
Year Program Began: 1981
Managers on Platform
Vetted: Yes
Managers GIPS®
Compliant: Yes
Types of Products Available:
TAMP, direct investing,
mutual fund and ETF models;
proprietary mutual funds;
equity SMAs; fixed-income
SMAs; ESG, target-risk and
goals-based strategies;
advisor-directed UMAs/
multistrategy accounts
Platform Tracks Client
Holdings: Yes
Program Compatible
for: Investment advisors,
independent broker-dealers,
RIAs, registered reps, FPs
Optimized for Tax Trading
Efficiency: No
STRATEGIC FEATURES
ACCOUNT REBALANCING
CLIENT-FACING
PERFORMANCE REVIEWS
CLIENT PORTAL
47 ED I T A B L E L I N E I C O N S S E T
CUSTODIAN AGNOSTIC
PROJECT
CONTRACT
CUSTOMIZED PORTFOLIOS
GROWTH
ORGANISATION
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
INVESTMENT POLICY
STATEMENTS
MONEY SEARCH
CALENDAR
REPORT ANALYSIS
INVESTMENT
ORGANISATION
ADVERTISING
TAKE OVER
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
REVENUE
DEFENSE STRATEGY
31
RESEARCH & DUE DILIGENCE
RISK MANAGEMENT TOOLS
UNIFIED OR SMART BILLING
MARKETING SUPPORT
MODEL MARKETPLACE
PRIVATE LABELING
Sleeve-Level Reporting: Yes
Program Links to a
Trade Execution or Order
Management System: Yes
Proposal / IPS: Yes
Asset Allocation
Methodologies: Tactical,
quantitative, dynamic risk
management, MPT, Non-MPT
proprietary systems
TM
New business contact:
Trent Schield,
VP of National Accounts
Phone: (248) 939-5598
Email: tschield@flexibleplan.com
CONTACT
KEY TAMP PERSONNEL
CLICK IMAGE TO LEARN MORE
Jerry
Wagner
Founder &
President
Trent
Schield
VP of
National
Accounts
https://flexibleplan.as.me/trent-schield https://www.flexibleplan.com https://www.linkedin.com/in/trent-schield-542602aa/ https://www.linkedin.com/in/jerrycwagner/ https://www.linkedin.com/in/jerrycwagner/
Americas Best TAMPS 2024

Table of Contents for the Digital Edition of Americas Best TAMPS 2024
