News By Tag
News By Location
New low-cost, risk-managed solutions from Flexible Plan Investments
Flexible Plan Investments introduces its QFC Strategies, 9 low-cost, risk-managed investment solutions.
"We are very excited to announce the launch of our new QFC Strategies,"
The QFC Strategies will be implemented solely with proprietary FPI subadvised Quantified and Gold Bullion Strategy Funds. Launched in 2012, the Quantified and Gold Bullion Strategy Funds are actively managed mutual funds that use dynamic asset allocation to adjust to market environments.
Because these strategies use FPI subadvised funds, the FPI portion of the annual advisory fee (separate from the client's financial advisor fee) is a maximum of 0.35%,* reduced from the typical 1.0%.
The QFC Strategies include nine of FPI's most popular risk-managed core, tactical, and alternative strategies: Classic, Diversified Tactical Equity, Dynamic Fund Profiles (5 risk profiles), Lifetime Evolution (5 risk profiles), Liquid Alternatives, Managed Income, Market Leaders, Select Alternatives, and TVA Gold. Each QFC strategy has two levels of FPI dynamic risk management: (1) the management within the Quantified Funds and (2) the allocation/rebalancing FPI does among the Quantified Funds within the QFC Strategies.
The QFC Strategies are available for new accounts at Trust Company of America, Charles Schwab, and TD Ameritrade.
"The entire FPI family is extremely pleased to offer these new low-cost strategy options," said Renee Toth, FPI's executive vice president. "The QFC Strategies reflect our continued commitment to provide the best service and truly innovative investment solutions to every investor."
For more information, visit http://www.flexibleplan.com.
*For QFC Strategies the 35 basis points (bps) is the maximum advisor's portion of the advisory fee directly charged for accounts held at TCA; it's a 50 bps maximum at Schwab and TD Ameritrade due to their higher fund platform fees. This fee results from the use of funds sub-advised by FPI. FPI's sub-advisory fees are a credit against theclient's advisory fee, which is billed by FPI inclusive of the share chosen by the Financial Advisor. Depending on the mix of the funds utilized, at TCA the available credit can exceed 65 bps but would never be less. On other platforms, the credit is at least 50bps.
About Flexible Plan Investments, Ltd.:
Established in 1981, Flexible Plan Investments, Ltd., invests nearly $2 billion in assets for clients in its separately managed account business (as of 12/31/17). FPI is dedicated to preserving and growing wealth through dynamic risk management. FPI is a turnkey asset management program (TAMP), which means advisors can access and combine many risk-managed strategies within a single account. FPI's fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt and alternative asset classes on an array of different platforms. FPI also offers an OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. For more information, visit www.flexibleplan.com.