Flexible Plan Investments, Ltd. jobs and careers
Bloomfield Hills, MI, United States
About Flexible Plan Investments, Ltd.
Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. We are a turnkey asset management program (TAMP), which means advisors can access and combine our many risk-managed strategies within a single account. Our fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. We also offer advisors our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. Headquartered in Michigan, Flexible Plan Investments’ OnTarget Reporting process has helped set and maintain client expectations, while providing an investment approach to deliver effective money management solutions to the brokerage community. Our strategically diversified portfolios of actively managed strategies are available within wrap-fee trust accounts, VAs, VULs, 403(b)s and 401(k)s utilizing no-load mutual funds and ETFs. https://www.flexibleplan.com/disclosures
- Founded
- 1981
- Employees
- 125
- Headquarters
- Bloomfield Hills
Leadership
The top of Flexible Plan Investments, Ltd.'s org chart, with how many people report into each leader.
Jerry Wagner
President/Founder
24 reports
Michelle Higgins
Chief Operating Officer
9 reports
Melissa Karas
Chief Marketing Officer
4 reports
Jeffrey Ingalsbe
Senior Vice President, Chief Information Security Officer
3 reports
Rukshan Fernando
Chief Financial Officer
1 report
Gregory Smith
Chief Compliance Officer
1 report
Sean Burke
Chief Legal Counsel
Jobs at Flexible Plan Investments, Ltd.
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