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Flexible Plan Investments' QFC Strategies, finalist in WealthManagement.com 2019 Industry Awards
"Flexible Plan designed the QFC strategies to provide advisers the ability to offer their clients access to sophisticated, institutional-
The QFC strategies employ FPI subadvised funds (The Gold Bullion Strategy Fund and the Quantified Funds), keeping the annual portion of FPI's advisory fee to a maximum of 0.35 percent. The QFC strategies include Flexible Plan'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 (5 profiles), Political Seasonality Index, Select Alternatives, Self-adjusting Trend Following, Systematic Advantage 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 goal of the QFC strategies is to provide advisers a low-cost, risk-managed investment solution for all of their clients—even those who have small accounts with as little as $5,000.
The WealthManagement.com Industry Awards recognize companies and organizations that support the success of financial advisers. Flexible Plan Investments was selected as a finalist from a record-number 650 entries from 262 companies. Category finalists were judged on criteria that include quantitative measures (specific feature set, usage, adoption, scope, scale and adviser survey scores) and qualitative measures (innovation, creativity and new methods of deployment).
A panel of independent judges made up of top names in the industry will determine the WealthManagement.com 2019 Industry Award winners. Winners will be announced Sept. 12, 2019, at the Ziegfeld Ballroom in New York City.
To see the entire listing of finalists, visit 2019 Industry Awards Finalists (https://events.wealthmanagement.com/
Learn more about Flexible Plan Investments' QFC strategies (http://flexibleplan.actonservice.com/
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 3/31/19). 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 flexibleplan.com.
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