WEBINAR

All-Terrain Strategies

Designed to help smooth the investment road regardless of the market environment

Learn how All-Terrain investment strategies help smooth the ride
through volatile market environments

All-Terrain investment strategies

Tuesday, October 18, 2016, at 2 p.m. (EDT)

DURATION: 1 HR

Video

Why All-Terrain

Webinar
Details

Speaker Bios

How market volatility can affect your clients' investments

All-Terrain strategies are designed to smooth the rough roads of the volatile financial market by carving a narrow path through the market highs and lows. They seek to do this by investing in diverse, noncorrelated asset classes that historically perform well in different market environments.

Now available as suitability-based core strategies

Choose from our multiple All-Terrain strategies based on your clients goals and risk tolerance:

  • Conservative (All-Weather—Dynamic)
  • Moderate (All-Weather—Static‎)
  • Balanced (Trivantage‎)
  • Growth (All-Weather Dynamic—Leveraged‎)
  • Aggressive (Trivantage‎—Leveraged‎)

Each of these five strategies can also be used in the Explore portion of your clients’ mutual funds or ETF portfolios as a liquid alternative strategy for greater diversification.

 

In addition, our Brighter Beta‎ strategy, which rotates allocations to smart-beta ETFs only, is also available for the same purpose.

 

Our All-Terrain strategies automatically respond to changing market conditions to help preserve capital growth, avoid the temptation to buy high/sell low, and smooth out the volatility of the market while still seeking superior performance.

 

During the webinar, you will learn what makes our
All-Terrain strategies a sound choice in every market:

 

  • A level of protection in all market landscapes. Learn how Flexible Plan’s actively managed All-Terrain strategies seek growth, diversification, and risk management in all market conditions. (Yes, even volatile markets.)
  • A smoother core. Learn how our suitability-based All-Terrain strategies can function as the core portion of your clients’ portfolios.
  • Tried and tested. Get “under the hood” to find out how Flexible Plan’s rigorous research and market knowledge combined to bring this powerful group of strategies to your clients
  • Industry trusted. Learn what makes our All-Terrain group of alternative investment strategies worthy of being WealthManagement.com Industry Award finalists.

 

Duration:  1 Hour

Jerry C. Wagner

President and Founder,
Flexible Plan Investments

 

Jerry C. Wagner is founder and president of Flexible Plan Investments, Ltd. Mr. Wagner recognized early on that technology and hedge fund techniques could be applied to help individuals successfully invest, while managing their downside risk. After spending time pioneering new techniques in market analysis, designing quantitative methodologies, and managing investment portfolios, Mr. Wagner founded Flexible Plan Investments in February 1981.

Jason Teed, CFA

Assistant Manager of Research,
Flexible Plan Investments

 

Jason Teed is responsible for the daily calculation of mutual fund trades, optimization of trading system models, development and verification of new algorithmic trading methodologies, up to and through completion and actual trading, proprietary asset allocation design and testing, walk-forward optimization design and utilization, and fiduciary communication with clients.

 

Mr. Teed holds an MBA in Finance from Walsh College of Accountancy and Business Administration, where he graduated Magna Cum Laude. He holds the designation of Chartered Financial Analyst (CFA).

800-347-3539

Register today

Want to learn more about how active management can help protect your clients from market volatility?  Check out this great article from our friends at Proactive Advisor Magazine.









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Register for the All-Terrain
investment strategies  webinar

Tuesday, October 18, 2016,  at 2 p.m. (EDT)

Industry Award Finalists

Our All-Terrain group of alternative investment strategies has been named a finalist in the WealthManagement.com 2016 Industry Awards, which recognize companies and organizations that support financial advisor success.

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.