Flexible Plan Investments, Ltd.

About Flexible Plan Investments, Ltd.

Flexible Plan Investments (FPI) is a financial advisory and investment management firm focused on dynamic risk management and innovative portfolio solutions. Their mission is to prepare portfolios for the unexpected through non-traditional management strategies, offering turnkey and custom solutions designed for risk management and growth.

Products & Services

FlexDirex Single-Stock ETF Strategies:First-to-market strategies focusing on single-stock ETFs for targeted investment opportunities.

Model Manager Platforms:Platforms for managing investment models and strategies across various custodians and advisors.

Turnkey Portfolios:Custom and pre-built portfolio solutions managed for risk and growth.

Workplace Retirement / SDBA:Retirement solutions with advisor and investor share class options for self-directed brokerage accounts.

FPI FundLink:Investment solutions linked with funds like American Funds for diversified options.

Donor Advised Funds:Programs for charitable giving and tax-advantaged investing.

Principled Investing:Investment strategies aligned with specific values or ethical considerations.

RIA Solutions:Tools and strategies to guide clients and build strong relationships for registered investment advisors.

Quantified Funds:Funds such as Quantified STF Fund, recognized for top performance in tactical allocation.

Performance Tools and Tech:Technology and tools to assess portfolio performance and suitability.

Specialties

Dynamic Risk Management Multi-Strategy Diversification Tactical Allocation Portfolio Performance Tools Single-Stock ETF Strategies Retirement Planning Solutions

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Funding Round T: - FT: N/A	A: 1600000000 MR: - FA: $1.6 billion FAN: 1600000000	D: 2023-02-21 FD: 2023-02-21	-

Funding Round Latest

2023-02-21

$1.6B

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

J

Jerry C. Wagner

President and Founder, Chief Investment Officer

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R

Renée Toth

Executive Vice President

J

Jeffrey Ingalsbe

Senior Vice President

C

Carl Resnick

Vice President of National Sales

S

Sean Burke

Chief Legal Counsel

R

Rukshan Fernando

Chief Financial Officer

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