Sector Index Rotation strategy closure

We have decided that no new client accounts (new investments or strategy changes) will be accepted in the Sector Index Rotation strategy. This is effective immediately.

Clients currently invested in Sector Index Rotation will receive notification of a planned conversion from Sector Index Rotation into our new QFC S&P Pattern Recognition strategy. This strategy follows the same signals used this year in our S&P Tactical Patterns strategy.

As a Quantified Fee Credit (QFC) strategy, QFC S&P Pattern Recognition uses our subadvised Quantified Funds. This allows us to deliver fund fee credits to offset the FPI portion of the advisory fee.

We believe the QFC S&P Pattern Recognition strategy will be a better fit for client accounts. However, if you wish to switch your Sector Index Rotation accounts to an alternative strategy, please contact our Sales department at 800-347-3539, ext. 2, and we will assist you in carrying out your desired transfer.

 

 Listen to “In My Opinion” anytime, anywhere

Pressed for time? We have made the weekly “In My Opinion” article available as an audio file. Listen in as Flexible Plan President Jerry Wagner and other financial writers offer commentary on the markets and risk management. Click here or go to the link at the beginning of the “In My Opinion” article to listen now.


Flexible Plan named finalist in WealthManagement.com 2019 Industry Awards

We’re proud to announce that Flexible Plan Investments was named a finalist in the WealthManagement.com 2019 Industry Awards. Our Quantified Fee Credit (QFC) strategies have been nominated in the category of Asset Managers—Separate Accounts.

The WealthManagement.com Industry Awards recognize companies and organizations that support the success of financial advisers. Flexible Plan Investments was selected as a finalist from a record-number 650 entries from 262 companies. Category finalists were judged on criteria that include quantitative measures (specific feature set, usage, adoption, scope, scale, and adviser survey scores) and qualitative measures (innovation, creativity, and new methods of deployment).

A panel of independent judges made up of top names in the industry will determine the WealthManagement.com 2019 Industry Award winners. Winners will be announced September 12, 2019, at the Ziegfeld Ballroom in New York City.

Click here to learn more about Flexible Plan Investments’ QFC strategies.


Flexible Plan summer hours

To thank Flexible Plan employees for their hard work and dedication, our office will close at 4 p.m. (EDT) on Fridays from May 31 through September 27 to allow our staff to enjoy more of Michigan’s great summer.