Flexible Plan Investments named 2022 "Strategist of the year" finalist by SMArtX Advisory Solutions
- SMArtX Advisory Solutions has named Flexible Plan Investments as a finalist in its 2022 virtual awards in the "Strategist of the Year" category.
- Awards are based on a weighted, quantitative system for the period ending December 31, 2021.
- Flexible Plan Investments was recognized for its QFC Multi-Strategy Explore: Equity Trends investment strategy.
BLOOMFIELD HILLS, Mich. - Feb. 17, 2022 - PRLog -- Flexible Plan Investments, Ltd., (FPI) is a leading provider of dynamic, risk-managed investment solutions for the separately managed account business. This week, FPI has been named a finalist for SMArtX's "Strategist of the Year" award for its QFC Multi-Strategy Explore: Equity Trends investment strategy.
Based on more than 20 years of experience creating multi-strategy portfolios, FPI has found that combining actively managed strategies can provide additional layers of portfolio defense and return potential. The last few years have shown that it's important for investment strategies to be dynamic and flexible. QFC Multi-Strategy Explore: Equity Trends was designed for those reasons.
QFC Multi-Strategy Explore: Equity Trends is a turnkey strategy of strategies that blends FPI's Quantified Fee Credit (QFC) non-core equity strategies to produce satellite or "explore" portfolios designed to be diversified, durable and robust. The strategy employs three levels of risk and opportunity management: (1) the management used within the Quantified Funds, (2) the movement among the funds required by the strategies themselves, and (3) the allocation employed between the strategies.
QFC Multi-Strategy Explore: Equity Trends is designed for investors seeking (1) a dynamically risk-managed blend of tactical equity strategies, (2) the ability to go defensive, and (3) equity-like growth potential.
"We are honored to be named as a finalist for SMArtX's 'Strategist of the Year' award for our QFC Multi-Strategy Explore: Equity Trends strategy. QFC Multi-Strategy Explore: Equity Trends was able to take advantage of the opportunities in the market last year while mitigating risk," says Jerry Wagner, president and founder of Flexible Plan Investments. "I encourage advisers to consider the low-cost options that we offer in our turnkey, dynamically risk-managed multi-strategy core and explore offerings when crafting their clients' investment portfolios at SMArtX."
QFC Multi-Strategy Explore: Equity Trends was selected as a finalist out of nearly 1,000 strategies on the SMArtX UMA platform. Strategies were scored on a weighted, quantitative system for the period ending December 31, 2021. To learn more about the awards, visit https://www.smartxadvisory.com/
To learn more about FPI's QFC Multi-Strategy Explore: Equity Trends strategy, visit https://www.flexibleplan.com/
About Flexible Plan Investments, Ltd.:
Established in 1981, Flexible Plan Investments, Ltd., invests over $2 billion in assets for clients in its separately managed account business (as of 12/31/2021). 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 www.flexibleplan.com. // //
Melissa Karas, CMO
Flexible Plan Investments, Ltd.