Dynamic, risk-managed core portfolios 
without the hassle

Ongoing active management that responds to the current market environment:

• Can use long, leveraged,
and inverse asset classes.

• Can go to 100% cash.

• Lagging strategies are
dropped and replaced with
leading strategies, and newly developed strategies are automatically considered.

FUSION provides advisors with turnkey portfolios that take advantage of the tools and technology behind Flexible Plan’s active-management approach … without the stress of researching and assembling the portfolios themselves.

Let FUSION do it for you! See how it works.

Portfolio creation:

• The process starts with a universe of asset classes, as well as strategies created by Flexible Plan and its third-party subadvisors.

• Strategy weights and exposures are determined by 4 factors:

1. Momentum

2. Volatility

3. Correlation

4. Trend Persistency

• Portfolios are then constructed to
match investor risk preferences from conservative to aggressive using a proprietary non-modern-portfolio-theory methodology designed for strategy selection.

Client suitability is determined based on the following:

• Risk tolerance

• Investment goals

• Time horizons

The result determines which FUSION portfolio is right for your client.

Fusion Quick Facts

6 strategies/up to18 profiles

1,400+ FUSION clients

Register for Webinar

Date: Tuesday, September 19, 2017

Time: 4 p.m. (EDT)


Webinar details


Attend the FUSION: Dynamic, risk-managed core portfolios without the hassle webinar to learn how
to Flexible Plan builds actively managed portfolios
so you don’t have to.


Bonus: Learn about the extra benefits of FUSION Prime!


Date: Tuesday, September 19, 2017 | Time: 4 p.m. (EDT)

Featured speakers

Jerry Wagner,

Founder and President

Flexible Plan Investments, Ltd.

Michael Heavey,

Product Specialist

Flexible Plan Investments, Ltd.

By clicking this button, you submit your information to the webinar organizer, who will use it to communicate with you regarding this event and their other services.

Tuesday, September 19, 2017 | Time: 4 p.m. (EDT)

FUSION: Dynamic, risk-managed core portfolios without the hassle


flexibleplan.com  |  800-347-3539

6-time recognized

Inc. 5000


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.