Jun 07, 2019
Flexible Plan Investments, Ltd. (FPI), a leading provider of dynamic, risk-managed investment solutions for the separately managed account business, has been named a finalist in the WealthManagement.com 2019 Industry Awards.
Dec 13, 2018
Flexible Plan Investments, Ltd., (FPI) is a leading provider of dynamic, risk-managed investment solutions for the separately managed account business.
Sep 12, 2018
Flexible Plan Investments hires 20-year industry veteran Patrick Cahill as senior vice president of national sales and head of distribution.
Mar 13, 2018
The Quantified STF Fund (QSTFX) was named Morningstar's 2017 Top Performing U.S. Equity Mutual Fund. Awarded for its gain of 68.92% in 2017, QSTFX is used within many risk-managed investment strategies from Flexible Plan, which subadvises the fund.
Jan 31, 2018
Flexible Plan Investments introduces its QFC Strategies, 9 low-cost, risk-managed investment solutions.
Dec 15, 2017
Through its Principled Investing Give Back Program, FPI allows clients to donate 10% of FPI management fees collected for its principled-investing strategies to charity. In 2017, payments went to 128 religious and 10 socially responsible charities.