Flexible Plan Investments, Ltd.
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- Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. We are a turnkey asset management program (TAMP), which means advisors can access and combine our many risk-managed strategies within a single account. Our fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. We also offer advisors our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress.Headquartered in Michigan, Flexible Plan Investments OnTarget Reporting process has helped set and maintain client expectations, while providing an investment approach to deliver effective money management solutions to the brokerage community. Our strategically diversified portfolios of actively managed strategies are available within wrap-fee trust accounts, VAs, VULs, 403(b)s and 401(k)s utilizing no-load mutual funds and ETFs.
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Headquarters:3883 Telegraph Road Suite 100, Bloomfield Hills, Michigan, United States
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Phone Number: +1 248-642-6640
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Website: https://www.flexibleplan.com
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Employees:89
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Revenue:$50 - 100M
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Legal Name:Flexible Plan Investments, Ltd.
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Flexible Plan Investments, Ltd.'s Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding Flexible Plan Investments, Ltd.
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Where are Flexible Plan Investments, Ltd.'s Headquarters?
Flexible Plan Investments, Ltd.'s Headquarters are in 3883 Telegraph Road Suite 100,Bloomfield Hills,Michigan,United States
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What is Flexible Plan Investments, Ltd.'s phone number?
Flexible Plan Investments, Ltd.'s phone number is +1 248-642-6640
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What is Flexible Plan Investments, Ltd.'s official website?
Flexible Plan Investments, Ltd.'s official website is https://www.flexibleplan.com
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What is Flexible Plan Investments, Ltd.'s Revenue?
Flexible Plan Investments, Ltd.'s revenue is $50 - 100M
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What is Flexible Plan Investments, Ltd.'s NAICS code?
Flexible Plan Investments, Ltd.'s NAICS code is 523930
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How many employees are working in Flexible Plan Investments, Ltd.
Flexible Plan Investments, Ltd. has 89 employees
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What is Flexible Plan Investments, Ltd.'s Industry?
Flexible Plan Investments, Ltd. is in the industry of Investment Management
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Who is Flexible Plan Investments, Ltd.'s Chief Marketing Officer?
Flexible Plan Investments, Ltd.'s Chief Marketing Officer is Melissa Karas