All-Terrain
Investment Strategies

Designed to smooth the investment road regardless of the market environment

800-347-3539

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Every market has down

periods to traverse

2007 S&P 500 CRASHES

2011 GOLD SLUMPS

 

2012 BONDS TUMBLE

An all-terrain vehicle seeks to take you to your goal no matter how rough the landscapes. An all-terrain investment portfolio is designed to provide protection in volatile markets no matter the asset class and regardless of how volatile the market environment.

Learn more about our All-Terrain Investment Strategies for you and your clients.

How we can help your clients

Minimize bear market losses

 

Navigate sideways markets

 

Maximize bull markets

 

Market cycle math

 

Guard against the unexpected

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.

 

Want to know more?

Receive a no obligation consultation.

 

 

6-time recognized

Inc. 5000

Fastest-growing

Private Company

Q.

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 smooth out the volatility of the market while still providing performance.

Q.

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 a smooth ride in volatile markets.

 

TOP 3 QUESTIONS ASKED BY ADVISORS

ALL-TERRAIN INVESTMENT STRATEGIES
MARKET LOSS MATHEMATICS

Which portfolio would you rather have?

Multiple All-Terrain strategies

to choose from, all based on your
clients goals and risk tolerance

 

All-Weather
Static

 

All-Weather Dynamic

 

Trivantage

 

Smarter Beta

Let our strategies benefit you and your clients

Flexible Plan Investments offers investment portfolio strategies for you and your clients. Contact us today to find out how our strategies can deliver effective money management solutions that will benefit your clients.

Why choose Flexible Plan Investments?

Advisor Services

  • 15+ external Regional Sales Managers
  • Internal advisor support team

Client Services

Compliance

Research

  • Ph.D-led research department
  • 75+ years of professional market analysis and experience

To get started with a no obligation consultation, fill out the form below.

Flexible Plan Investments, Ltd. Flexible  Plan Investments, Ltd. is a federally registered independent investment adviser.

Flexible Plan claims compliance with the Global Investment Performance Standards (GIPS).

To receive a list of composite descriptions of Flexible Plan strategies and/or a compliant presentation, contact sales@flexibleplan.com or call 800-347-3539.

  • 80+ years combined legal experience with two attorneys on staff
  • Dedicated Compliance Officer and staff
  • Call Center
  • Interactive Client Website

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.