
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
`
+7
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...
Investment advisory,faith-based investing,investment risk management,active management,money management,managed accounts,active investing,absolute return investing,tactical investing,strategic investment management,fee-based,and strategic diversification
Flexible plan investments, ltd operates in the Financial services industry.
Flexible plan investments, ltd's revenue is 11m - 100m
Flexible plan investments, ltd has 51 - 200 employees.
Get Started with the Free Forever plan! No credit card needed. Enjoy up to 10,000 free email credits per month at no cost.
Start Prospecting from Clodura.AI's database of 600M+ verified B2B contacts and 120M+ direct dials along with 18M+ companies' org charts.
Unlock the prospect's contact details, including verified email, direct dials, add them to cadence, and close more deals.