America’s Best TAMPs Showcase - Flipbook - Page 37
2026 AMERICA’S BEST TAMPS
TM
FLEXIBLE
PLAN
Jerry Wagner
Founder & President
Flexible Plan Investments
3883 Telegraph Rd, Ste 100, Bloomfield Hills, MI 48302
www.flexibleplan.com
New business contact:
Trent Schield,
VP of National Accounts
Phone: (248) 939-5598
Email: tschield@flexibleplan.com
Website: www.flexibleplan.com
CONTACT
Empowering Advisers with Dynamic, Risk-Managed Solutions Since 1981
Flexible Plan Investments (FPI) has provided innovative investment
management for more than four decades designed to help advisers build
resilient, client-aligned portfolios. FPI offers 50+ dynamically risk-managed
strategies delivered through separately managed accounts (SMAs) using
mutual funds, ETFs, and variable annuities—including core and explore
approaches, as well as socially responsible and biblically responsible options.
Since 1998, FPI has advanced diversification beyond asset classes by helping
advisers allocate across strategies. Through multi-strategy turnkey solutions,
portfolios are actively monitored and adjusted—underperforming strategies are
replaced, new opportunities are added, and allocations are optimized—helping
clients achieve true diversification to navigate market volatility.
Differentiate Your Business
with Flexible Plan
“Dynamic risk management is
at the core of everything we
do,” says Jerry Wagner, founder
of Flexible Plan Investments,
Ltd. (FPI). “Active management
can reduce losses, leaving
more to reinvest when markets
recover.”
For more than 40 years,
FPI has helped financial
advisers deliver portfolios
built to navigate changing
market environments through
disciplined, rules-based
allocation and ongoing
monitoring.
FPI supports advisers with
customer service, personalized
client benchmarks, and
innovative FinTech solutions
to help scale their business.
Advisers also have access to
customized communications
and FinTech tools that support
implementation, monitoring,
and reporting.
“By combining tactical
management with diversified
exposures, we offer an
approach that can help advisers
explain what makes their
investment process distinct,”
Wagner adds.
Many of FPI’s dynamically
risk-managed strategies are
available through leading
platforms, including Envestnet,
SMArtX, FMAX, Orion, Adhesion,
Axiom, Amplify, and Axos
MMX—making it easier to
access FPI’s solutions within
your preferred TAMP ecosystem.
Personalized Service, Innovative Tools and Strategies, and New Ways
of Doing Business
Advisers need more than investment products—they need a repeatable
process, responsive support, and modern tools that help them differentiate
their business while delivering a personalized client experience. Our
experienced sales and customer service teams deliver on these
expectations, while our in-house programming department drives
innovation with tools like:
• OnTarget Investing: Personalized benchmarking to help clients track
progress against their own goals.
• Illustrations and proposals: Visual tools to simplify decision-making.
• Crash and stress testing: Advanced portfolio durability, diversification,
and anti-fragile analysis to evaluate portfolio resilience.
• My Business Analyzer: A real-time dashboard providing advisers with
daily insights into their FPI client accounts.
FlexDirex, FPI’s newest strategy innovation, offers dynamically riskmanaged single-stock ETF SMAs that help advisers fine-tune exposure to
leading equities with a tactical, risk-aware approach. And within individual
retirement plans, FPI extends its professional investment management
to self-directed brokerage accounts (SDBAs) with offerings such as
FlexPlan Strategic.
A Nationally Recognized Partner
Trusted by 600+ broker-dealers and RIA firms nationwide, FPI equips
advisers with scalable, proactive solutions across SMAs, SDBAs, group
retirement plans, and variable annuities.
STR AT E G I C F E AT U R E S
INVESTMENT POLICY
STATEMENTS
ACCOUNT AGGREGATION
KEY TAMP PERSONNEL
CLICK IMAGE TO LEARN MORE
Carl Resnick
VP of
National
Sales
Trent
Schield
VP of
National
Accounts
Type of Program: SMAs,
Model Manager
Total Assets in Program:
$1.3+ billion (11/30/25)
Year Program Began: 1981
Managers on Platform
Vetted: Yes
Managers GIPS®
Compliant: Yes
Types of Products Available:
TAMP, direct investing,
mutual fund and ETF
models; proprietary mutual
funds; equity SMAs; fixedincome SMAs; SRI and BRI;
target-risk and goals-based
strategies; advisor-directed
UMAs/multi-strategy
accounts
Platform Tracks Client
Holdings: Yes
Program Compatible for:
IARs, RIAs, IBDs, registered
reps, FPs
Optimized for Tax Trading
Efficiency: No
Sleeve-Level Reporting: Yes
ACCOUNT REBALANCING
MARKETING SUPPORT
Program Links to a
Trade Execution or Order
Management System: Yes
ALTERNATIVE INVESTMENTS
MODEL MARKETPLACE
Proposal / IPS: Yes
CLIENT-FACING
PERFORMANCE REVIEWS
PRIVATE LABELING
CLIENT PORTAL
RESEARCH & DUE DILIGENCE
CUSTODIAN AGNOSTIC
RISK MANAGEMENT TOOLS
CUSTOMIZED PORTFOLIOS
UNIFIED OR SMART BILLING
PRODUCTIVITY
37
Asset allocation
methodologies: Tactical,
quantitative, dynamic risk
management, MPT, Non-MPT
proprietary systems
