Flexible Plan Investments
Founded in 1981, Flexible Plan Investments is a turnkey asset management program based in Bloomfield Hills, MI, specializing in dynamic risk management and multi-strategy diversification for financial advisers. With a dedicated team of 80 professionals, the firm offers a variety of actively managed strategies across equity, debt, and alternative asset classes, enabling advisers to create diversified portfolios within a single account.
As early pioneers in separately managed accounts, Flexible Plan Investments emphasizes innovation and flexibility to adapt to changing market environments. Their OnTarget Investing tool assists advisers in setting realistic benchmarks for clients, enhancing client retention and value through comprehensive support services.
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