Flexible Plan Investments now offers its risk-managed strategies on the SMArtX TAMP
- Available FPI solutions include principled-investing strategies; turnkey, suitability-based, multi-strategy "core" solutions; and turnkey, risk-managed options for the "explore" or tactical portion of a portfolio.
- These strategies offer broker-dealers and wealth advisers using the SMArtX platform access to turnkey, dynamic, risk-managed portfolios.
BLOOMFIELD HILLS, Mich. - Sept. 20, 2021 - PRLog -- Flexible Plan Investments Ltd. (FPI), a leading provider of dynamic, risk-managed investment strategies, announced that 20 of its dynamic, risk-managed investment strategies are now available on SMArtX Advisory Solutions ("SMArtX").
Broker-dealers and wealth advisers using the SMArtX platform will now be able to use FPI's investment strategies to build portfolios that seek to continuously manage for risk and pursue growth opportunities in different market environments. These investment strategies include suitability-
"We are pleased to be bringing 20 of our dynamic, risk-managed strategies, including our suitability-
Broker-dealers and wealth advisers using the SMArtX platform will now be able to access the following dynamic, risk-managed strategies from FPI:
"We are excited to expand the selection of investment strategies available to advisers, providing asset managers with a new and diverse way to scale distribution while giving our clients access to top-quality asset managers," said Evan Rapoport, Founder and CEO of SMArtX. "We look forward to working with them to provide advisers with low-cost, dynamically risk-managed solutions."
FPI's inclusion on the SMArtX platform positions the firm to continue on its path of significant recent growth. FPI's assets under management have experienced a nearly 67% increase over the past 18 months. FPI manages over $2 billion in SMA business.
For more information, visit flexibleplan.com.
About Flexible Plan Investments Ltd.:
Established in 1981, Flexible Plan Investments Ltd. (FPI) invests over $2 billion in assets for clients in its separately managed account business (as of 8/31/21). FPI is dedicated to preserving and growing wealth through dynamic risk management. FPI is a turnkey asset management program (TAMP), which means advisers 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.
About SMArtX Advisory Solutions:
SMArtX Advisory Solutions is the next generation managed accounts technology provider and manages SMArtX, a turnkey asset management platform that automates the investment management process and reduces the administrative burden of overseeing client investment portfolios. The firm also licenses its proprietary managed accounts technology to help firms replace legacy technology and powers several investment platforms for RIAs, broker-dealers, and asset managers. Learn more at www.smartxadvisory.com. Follow SMArtX on Twitter and LinkedIn @SMArtXAdvisory.
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