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All-Terrain investment portfolio strategies for you and your client
Designed for protection in volatile markets
What we can do for you
How we can help your clients
Minimize bear market losses
Navigate sideways markets
Maximize bull markets
Market cycle math
Guard against the unexpected
6-time recognized
Inc. 5000
Fastest-growing
Private Company
We employ a wide selection of asset classes through actively managed strategies designed to be nimble in various market environments. Some strategies aim to produce income, others seek growth. All adjust to evolving market conditions.
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Fill out this form for a no obligation consultation.
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A.
How can you help me manage my clients expectations?
Flexible Plan Investments helps you to manage your clients' goals and investment expectations with our OnTarget Investing reporting. You can help your clients set their personal investment benchmark and assess their risk tolerance, while managing and reporting back on their investment progress.
Q.
A.
Why should I use actively managed strategies?
Actively managed strategies are designed to automatically respond to changing market conditions to help preserve capital growth, avoid the temptation to buy high/sell low and overall, and smooth out the volatility of the market while still providing performance.
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A.
How will the All-Terrain strategies help my clients?
Just like all-terrain vehicles take you through a rough landscape, our All-Terrain strategies are designed to provide protection in volatile markets.
TOP 3 QUESTIONS ASKED BY ADVISORS
Which portfolio would you rather have?
MARKET MATHEMATICS
Let’s take a look at two different portfolio management styles.
Events during the first year drove the market down, and each portfolio lost money.
However, during the second year, the market recovered and both portfolios witnessed significant gains.
By seeking modest gains in favor of limited risk, the actively managed portfolio has more money to invest when the market cycles back into positive territory.
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Multiple All-Terrain strategies to choose from, all based on your clients goals and risk tolerance
Need more answers?
Fill out this form for a no obligation consultation.
All Weather Static
Tri-Vantage
Smarter Beta
flexibleplan.com | 800-347-3539
6-time recognized
Inc. 5000
Fastest-growing
Private Company
PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. Inherent in any investment is the potential for loss as well as profit. A list of all recommendations made within the immediately preceding twelve months is available upon written request. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing.