Flexible Plan Investments

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.

Flexible Plan Investments, Ltd., (FPI) is a leading provider of dynamic, risk-managed investment solutions for the separately managed account business.

Flexible Plan Investments hires 20-year industry veteran Patrick Cahill as senior vice president of national sales and head of distribution.

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.

Flexible Plan Investments introduces its QFC Strategies, 9 low-cost, risk-managed investment solutions.

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.