Flexible Plan Investments, Ltd. Press releases
Oct 14, 2024
Flexible Plan Investments Ltd. (FPI), a leading provider of dynamic, risk-managed investment solutions, announced that industry-veteran Carl Resnick has joined the firm as vice president of national sales.
Apr 30, 2024
Flexible Plan Investments Ltd. (FPI), a leading provider of dynamically risk-managed investment strategies, announced the promotion of Senior Portfolio Manager Timothy Hanna, CFA, to director of research.
Dec 04, 2023
• Flexible Plan Investments (FPI) reaffirms its commitment to principled investing with significant distributions through its QFC For A Better World, QFC Faith Focused Investing, and QFC Common Ground strategies.
Nov 28, 2023
• Flexible Plan Investments (FPI) promotes 25-year industry veteran Trent Schield to vice president of national accounts.
Apr 06, 2023
Flexible Plan Investments Ltd. (FPI), a leading provider of dynamic, risk-managed investment solutions for the separately managed account business, announced the launch of its donor-advised fund program, FPI Charitable.
Apr 05, 2023
Flexible Plan Investments Ltd. (FPI), a leading provider of dynamically risk-managed investment strategies, announced that Chief Information Officer and Chief Information Security Officer Jeffrey A. Ingalsbe has been promoted to senior vice president.
Oct 11, 2022
- Demetrovits comes from Voya Investment Management, where he served as vice president, sales manager.
Mar 03, 2022
• SMArtX Advisory Solutions has named Flexible Plan Investments "Strategist of the Year" in its 2022 virtual awards. • Awards are based on a weighted, quantitative system for the period ending December 31, 2021.
Feb 17, 2022
- SMArtX Advisory Solutions has named Flexible Plan Investments as a finalist in its 2022 virtual awards in the "Strategist of the Year" category. - Awards are based on a weighted, quantitative system for the period ending December 31, 2021.
Dec 08, 2021
Flexible Plan's principled-investing strategies are For A Better World and Faith Focused Investing.Each year FPI donates 10% of its investment management fees for these strategies to charitable organizations through its Principled Investing Give Back...