Flexible Plan Investments, Ltd. Press releases
Sep 01, 2026
• Toth helped shape FPI's operations, adviser support, trading implementation, and custodial relationships. • She will continue supporting FPI in a consulting capacity following her retirement.
Aug 19, 2026
• Founder Jerry Wagner will remain CEO, focusing on the firm's long-term strategic direction, research, and product development.
Nov 04, 2025
Two new dynamically risk-managed ETF strategies designed to help financial advisers navigate high-volatility markets
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.