Company profile
Flexible Plan Investments, Ltd.
Since 1981: Dynamic Strategies. Disciplined Risk Management. Shared Commitment.
- Industry
- Financial Services
- Employees
- 87
- Headquarters
- Bloomfield Hills, MI
- Founded
- 1981
- LinkedIn followers
- 5,081
- Office locations
- 1
Flexible Plan Investments, Ltd. company summary
Flexible Plan Investments, Ltd. is a company in the Financial Services industry, headquartered in Bloomfield Hills, MI, founded in 1981. On LinkedIn the company has around 87 employees and 5,081 followers. Its listed specialties include Investment Advisory, Investment Risk Management, Active Management, Money Management, Managed Accounts.
What technology does Flexible Plan Investments, Ltd. use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About Flexible Plan Investments, Ltd.
Flexible Plan Investments | Dynamic, Risk-Managed Investing Since 1981 TAMP | SMAs | Adviser Solutions | OnTarget Investing® Featured Resource: The Role of Gold in Investment Portfolios — Read the white paper -> https://flexibleplan.actonservice.com/acton/media/34940/sm-gold-investment-portfolios-2025 Flexible Plan Investments (FPI) is a turnkey asset management program (TAMP) and Registered Investment Adviser (RIA) offering dynamic, risk-managed investment strategies for Financial Advisers, RIAs, and Broker-dealers. We’ve helped Advisers preserve and grow client wealth through actively managed, fee-based separately managed accounts (SMAs) for over 40+ years. Our strategies are designed to adapt to changing markets and are available across equities, fixed income, and alternatives. Advisers can access multiple actively managed strategies in a single account and offer clients true diversification—using ETFs, mutual funds, VAs, VULs, 401(k)s, 403(b)s, and trust accounts. Our proprietary OnTarget Investing® process empowers Advisers to set personalized benchmarks for clients, measure progress to that benchmark, and manage client expectations—while focusing on growing AUM. Why Advisers Choose FPI: • Access multiple strategies in a single SMA • Built-in risk management across asset classes • Full back-office, service, and tech support • Seamless custodian and platform integration • Rules-based investment models • Custom client benchmarks with OnTarget Reporting® Headquartered in Bloomfield Hills, Michigan, we serve over 600 financial firms nationwide. With over a billion in assets under management and a team of 70+ professionals, we help Advisers scale efficiently delivering better outcomes for their clients. Ready to differentiate your practice with risk-managed strategies? Visit www.flexibleplan.com or connect to learn how we help Advisers grow with confidence. https://www.flexibleplan.com/disclosures
Specialties
Where is Flexible Plan Investments, Ltd. located?
Flexible Plan Investments, Ltd. lists 1 location.
Compare companies similar to Flexible Plan Investments, Ltd.
More companies in Financial Services.
| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
Flexible Plan Investments, Ltd. flexibleplan.com | Financial Services | 87 | 1981 | Bloomfield Hills, MI |
 JPMorganChase jpmorganchase.com | Financial Services | 235,149 | - | New York, NY, US |
 Neovest jpmorgan.com | Financial Services | 85,869 | - | New York, NY |
 Goldman Sachs goldmansachs.com | Financial Services | 65,450 | - | New York, New York |
 Nubank nubank.com.br | Financial Services | 13,424 | - | São Paulo, SP |
 Citi citigroup.com | Financial Services | 189,594 | 1812 | New York, New York, US |
 Morgan Stanley morganstanley.com | Financial Services | 102,243 | - | New York, NY |
 American Express americanexpress.com | Financial Services | 96,853 | - | New York, NY, US |
 Deutsche Bank db.com | Financial Services | 82,282 | 1870 | Frankfurt am Main, Hessen |
 Wells Fargo wellsfargo.com | Financial Services | 240,197 | - | San Francisco, California, US |
 BlackRock blackrock.com | Financial Services | 34,152 | 1988 | New York, NY |
Frequently asked questions about Flexible Plan Investments, Ltd.
What does Flexible Plan Investments, Ltd. do?
Flexible Plan Investments | Dynamic, Risk-Managed Investing Since 1981 TAMP | SMAs | Adviser Solutions | OnTarget Investing® Featured Resource: The Role of Gold in Investment Portfolios — Read the white paper -> https://flexibleplan.actonservice.com/acton/media/34940/sm-gold-investment-portfolios-2025 Flexible Plan Investments (FPI) is a turnkey asset management program (TAMP) and Registered Investment Adviser (RIA) offering dynamic, risk-managed investment strategies for Financial Advisers, RIAs, and Broker-dealers. We’ve helped Advisers preserve and grow client wealth through actively managed, fee-based separately managed accounts (SMAs) for over 40+ years. Our strategies are designed to adapt to changing markets and are available across equities, fixed income, and alternatives. Advisers can access multiple actively managed strategies in a single account and offer clients true diversification—using ETFs, mutual funds, VAs, VULs, 401(k)s, 403(b)s, and trust accounts. Our proprietary OnTarget Investing® process empowers Advisers to set personalized benchmarks for clients, measure progress to that benchmark, and manage client expectations—while focusing on growing AUM. Why Advisers Choose FPI: • Access multiple strategies in a single SMA • Built-in risk management across asset classes • Full back-office, service, and tech support • Seamless custodian and platform integration • Rules-based investment models • Custom client benchmarks with OnTarget Reporting® Headquartered in Bloomfield Hills, Michigan, we serve over 600 financial firms nationwide. With over a billion in assets under management and a team of 70+ professionals, we help Advisers scale efficiently delivering better outcomes for their clients. Ready to differentiate your practice with risk-managed strategies? Visit www.flexibleplan.com or connect to learn how we help Advisers grow with confidence. https://www.flexibleplan.com/disclosures
How many employees does Flexible Plan Investments, Ltd. have?
Flexible Plan Investments, Ltd. has around 87 employees on LinkedIn.
Where is Flexible Plan Investments, Ltd. headquartered?
Flexible Plan Investments, Ltd. is headquartered in Bloomfield Hills, MI.
When was Flexible Plan Investments, Ltd. founded?
Flexible Plan Investments, Ltd. was founded in 1981.
Build a lead list from companies like Flexible Plan Investments, Ltd.
Describe your ICP or import a CSV. Warmrank finds matching companies, enriches contacts with verified emails, and tracks every lead.