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  • All-Weather Dynamic
    Fact Sheet
  • For A Better World
    Fact Sheet
  • 10 Reasons For An Active Management Portfolio
    Proactive Advisor Magazine
  • Mutt vs. Purebred Characteristics Of Effective Portfolio Diversification
    Proactive Advisor Magazine
  • Creating An Optimal Portfolio
    Proactive Advisor Magazine
  • How to manage your clients' workplace retirement accounts
    Video
  • Market Leaders Sector Strategies
    Video
  • The importance of including gold in your clients' portfolios
    Video
  • How to be a Proactive Advisor
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  • Bull, Bear, and Sideways Markets
    White paper
  • Bucket Investing with Risk-Managed Portfolios
    White paper
  • Goals Based Investing
    Proactive Advisor Magazine
  • Tactical Emerging Markets
    Fact Sheet
  • Buy and Hope vs Active Management
    White paper
  • [WEBINAR] Get access to low cost ETFs
    Video
  • 403(b) opportunities in Ann Arbor
    Video
  • 403(b) opportunities in Cleveland
    Video
  • 403(b) opportunities in Dallas
    Video
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  • 403(b) opportunities in your area - Arizona
    Video
  • 403(b) opportunities in your area - Georgia
    Video
  • 403(b) opportunities in your area - Missouri
    Video
  • 403(b) opportunities in your area - NC, SC, TN
    Video
  • A Comparison of ETFs vs Mutual Funds: The True Cost of Investing
    Video
  • About Biblically Responsible Investing
    Video
  • About Flexible Plan Investments
    Video
  • Active Investment Management
    Video
  • Active Management Investment Process
    Video
  • Active Management Overview
    Video
  • Actively Managed Retirement Accounts
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  • Add dynamic management to 403(b) accounts
    Video
  • Adding gold bullion to a portfolio
    Video
  • All Star Investor Introduction
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  • All Weather Dynamic
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  • All-Terrain Investment Strategies + Q&A
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  • All-Terrain webinar
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  • American Trust 401(k)
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  • An innovative approach to investing with municipal bonds
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  • Approaching Potential Faith Focused Investors
    Video
  • Because things break
    Video
  • Beta-Based Allocation: A Practical Guide to Managing Portfolio Risk
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  • Bucket investing with dynamic risk-managed portfolios
    Video
  • Bull, Bear, Sideways market Cycles
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  • Changes in 401K - FeeTransparency and What it means for your Practice
    Video
  • Combining Personal Values with Suitable Investments
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  • Dynamic Risk Management
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  • Exploring Faith Focused Investing
    Video
  • Faith Focused Fund Universe
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  • Faith Focused Investing vs Faith Based Funds
    Video
  • Faith Focused Panel Discussion - Part 1
    Video
  • Faith Focused Panel Discussion - Part 2
    Video
  • Faith Focused Panel Discussion - Part 3
    Video
  • Faith Focused Webinar - August 20, 2014
    Video
  • Flexible Leaders
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  • Foundations and Principles of Alternative Investing
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  • Fusion FAQ
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  • Fusion Prime Q3 2014 Webinar
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  • Fusion Prime Q1 2016 Webinar
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    Video
  • Fusion Prime Q2 2014 Webinar
    Video
  • Fusion Prime Q1 2014 Webinar
    Video
  • Giving Back Through Faith Focused Investing
    Video
  • How Faith Focused Investing Works
    Video
  • How to market 401(k) plans
    Video
  • How to survive market volatility
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  • How to survive recent market volatility
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  • How to use Gold to Diversify Investment Portfolios
    Video
  • Intro to FUSION
    Video
  • Investment Management Agreement (IMA) tutorial
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  • Investment solutions since 1981
    Video
  • Jerry Wagner explains why gold is a great diversifier
    Video
  • Jerry Wagner, President and Founder
    Video
  • Len Durso, Vice President National Sales
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  • Luanne Deziel, Director of Advisor Relations
    Video
  • Managing Client Expectations
    Video
  • Managing investor expectations
    Video
  • Marketplace Ministry
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  • Michelle Higgins, Operations Manager
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  • Online IMA Enhancements
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  • Optimizing your clients investment portfolios through tax-smart asset location
    Video
  • Peter Mauthe, Vice President - Corporate Development
    Video
  • Practicing Good Investment Stewardship
    Video
  • Principled Investing with give back options
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  • Fusion Prime Q2 2015 Webinar
    Video
  • Fusion Prime Q2 2016 Webinar
    Video
  • Fusion Prime Q3 2015 Webinar
    Video
  • Fusion Prime Q3 2016 Webinar
    Video
  • Quantified Funds Introduction
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  • Renee Toth, Executive VP Flexible Plan Investments, Ltd.
    Video
  • Strategic Diversification
    Video
  • Systematic Long/Short Bond Trading Webinar
    Video
  • Tactical Hard Assets / Tactical Emerging Markets Webinar
    Video
  • Tony Morales, Manager - Internal Business Development
    Video
  • Trivantage
    Video
  • Valerie Pontious, IT Development Manager
    Video
  • Jeff Ingalsbe- Chief Information Officer
    Video
  • Walk Through of Statements
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  • Webinar - Align Your Client's Investments with Their Beliefs
    Video
  • Webinar : Business Solutions
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  • Webinar: Strategic Diversification
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  • Webinar: Active management solutions for your business - 5/23/12
    Video
  • Webinar: Monthly Billing Options - 7/18/12
    Video
  • What Is Faith Focused Investing?
    Video
  • Why Faith Focused Investing is Important to Parishioners
    Video
  • Why Target Date Funds Fall Short - 401 (k)
    Video
  • Why you need active management for your investments
    Video
  • Why your clients should use gold to diversify their portfolios
    Video
  • WP Income Builder
    Video
  • WP Series Webinar
    Video
  • Lowering Risk Active High Yield Bond Strategy
    Proactive Advisor Magazine
  • Estimating Strategy Performance Through Stochastic Models
    Proactive Advisor Magazine
  • Evaluating Investment Returns Absolute Return
    Proactive Advisor Magazine
  • Sentiment Metrics Identify Market Tops Bottoms Investment Strategies
    Proactive Advisor Magazine
  • Index Investing Active Aspects Of The S&P 500
    Proactive Advisor Magazine
  • Socially Responsible Investing Key Factors
    Proactive Advisor Magazine
  • Moving Averages Leverage Long Run
    Proactive Advisor Magazine
  • Sense Of Complacency For Investors
    Proactive Advisor Magazine
  • Active Tactical Investing
    Proactive Advisor Magazine
  • 5 Top Concerns Faced By Financial Advisors 2016
    Proactive Advisor Magazine
  • Gold Diversification Portfolio
    Proactive Advisor Magazine
  • Evaluating Investment In Gold Diversified Portfolio
    Proactive Advisor Magazine
  • Market Impact In Presidential Election Years
    Proactive Advisor Magazine
  • Mechanical Trading Strategies
    Proactive Advisor Magazine
  • Managing Market Volatility
    Proactive Advisor Magazine
  • Evaluating Active Management Investment Performance
    Proactive Advisor Magazine
  • Aging Asset Allocation Model
    Proactive Advisor Magazine
  • Low Volatility Effect
    Proactive Advisor Magazine
  • Financial Simplicity
    Proactive Advisor Magazine
  • Fiduciary Responsibility
    Proactive Advisor Magazine
  • Repeatable Investment Process
    Proactive Advisor Magazine
  • The Next Bear Market
    Proactive Advisor Magazine
  • Buy And Sometimes Sell
    Proactive Advisor Magazine
  • Buy And Fold
    Proactive Advisor Magazine
  • Poor Investing Decisions
    Proactive Advisor Magazine
  • Independent Advisory Firm Succession Plan
    Proactive Advisor Magazine
  • Asbury Correction Protection Model
    Proactive Advisor Magazine
  • Modern Portfolio Theory
    Proactive Advisor Magazine
  • Active Management For Retirees
    Proactive Advisor Magazine
  • Sustainable Investing
    Proactive Advisor Magazine
  • Promote Yourself Financial Services
    Proactive Advisor Magazine
  • Alternative Investments
    Proactive Advisor Magazine
  • Outsource Investment Management
    Proactive Advisor Magazine
  • Behavioral Research
    Proactive Advisor Magazine
  • Just Say No To Negative Volatility
    Proactive Advisor Magazine
  • Millennial Finance Trends Point Toward Active Management
    Proactive Advisor Magazine
  • Building Third-Party Referrals
    Proactive Advisor Magazine
  • Introducing Active Investing to IT Professionals
    Proactive Advisor Magazine
  • Building A Personal And Working Relationship With Clients
    Proactive Advisor Magazine
  • Marketing Effort That Has Paid Dividends
    Proactive Advisor Magazine
  • Assessing Qualified Retirement Plans For Clients
    Proactive Advisor Magazine
  • Opportunities with employee stock option plans
    Proactive Advisor Magazine
  • 3 Ways to Create And Maintain Referral Network
    Proactive Advisor Magazine
  • Active Investment Strategies as Practice Differentiator
    Proactive Advisor Magazine
  • Encourge Referrals By Educating Co-Workers
    Proactive Advisor Magazine
  • Financial Education For Clients
    Proactive Advisor Magazine
  • 8 Steps To Actively Manage 457 Plans
    Proactive Advisor Magazine
  • Maximize Financial Plan Performance
    Proactive Advisor Magazine
  • 5 Ways To Improve Your Website
    Proactive Advisor Magazine
  • Collaboration With Trusted Advisors
    Proactive Advisor Magazine
  • Relationship Building Techniques To Grow Your Business
    Proactive Advisor Magazine
  • Prospective Client Appreciation Events
    Proactive Advisor Magazine
  • Starting A Financial Office From Scratch
    Proactive Advisor Magazine
  • Active Management Logic For The Technology Industry
    Proactive Advisor Magazine
  • Acting As A Coach For Your Clients
    Proactive Advisor Magazine
  • Digitally Prospecting New Clients
    Proactive Advisor Magazine
  • Personal Advisor-Client Relationship
    Proactive Advisor Magazine
  • Values Investing
    Proactive Advisor Magazine
  • Advantages Of Strategic Office Space
    Proactive Advisor Magazine
  • Prospecting Appeal Of Different Client Segments
    Proactive Advisor Magazine
  • A Team Of Trusted Advisor Partners Helps Clients Plan
    Proactive Advisor Magazine
  • USA Financial Radio Co Op
    Proactive Advisor Magazine
  • Transitioning Clients In An Acquired Practice
    Proactive Advisor Magazine
  • Relationship Building
    Proactive Advisor Magazine
  • Targeting Physician Clients
    Proactive Advisor Magazine
  • Third-Party Financial Educational Providers
    Proactive Advisor Magazine
  • Family-Owned Practice Succession Plan
    Proactive Advisor Magazine
  • Faith-Based Financial Planning
    Proactive Advisor Magazine
  • Helping Professional Players Formulate Financial Plans
    Proactive Advisor Magazine
  • Client Prospecting Education Workshops
    Proactive Advisor Magazine
  • Different Money Managers For Different Needs
    Proactive Advisor Magazine
  • Playing Matchmaker For Advisors
    Proactive Advisor Magazine
  • 3 Ways To Prospect Clients
    Proactive Advisor Magazine
  • Targeted Radio Advertising
    Proactive Advisor Magazine
  • Dynamic Fund Profiles
    Fact Sheet
  • Faith Focused Investing
    Fact Sheet
  • Lifetime Evolution
    Fact Sheet
  • Market Leaders Dynamic
    Fact Sheet
  • Market Leaders Strategic
    Fact Sheet
  • Market Leaders Tactical
    Fact Sheet
  • A Better Buy & Hold
    Fact Sheet
  • All-Weather Dynamic Leveraged
    Fact Sheet
  • All-Weather Static
    Fact Sheet
  • Bear Necessities
    Fact Sheet
  • Best Tech
    Fact Sheet
  • California Municipal Rotation
    Fact Sheet
  • Diversified Bonds
    Fact Sheet
  • Evolution II
    Fact Sheet
  • Global Maturities
    Fact Sheet
  • Global Select
    Fact Sheet
  • Managed Income
    Fact Sheet
  • Market Leaders Sector Growth
    Fact Sheet
  • Market Leaders Sector Growth Ultra
    Fact Sheet
  • Municipal Rotation ETF
    Fact Sheet
  • Municipal Rotation
    Fact Sheet
  • Sector Index Rotation
    Fact Sheet
  • Sector Select
    Fact Sheet
  • Select Alternatives
    Fact Sheet
  • Strategic High Yield Bond
    Fact Sheet
  • Trivantage Leveraged
    Fact Sheet
  • Trivantage Unleveraged
    Fact Sheet
  • WP Income Builder
    Fact Sheet
  • WP Strategies
    Fact Sheet
  • Classic
    Fact Sheet
  • Contrarian S&P Trading
    Fact Sheet
  • Diversified Tactical Equity
    Fact Sheet
  • Gold Equity Tactical Patterns
    Fact Sheet
  • Government Bond Trading
    Fact Sheet
  • Hedged Gold Bullion
    Fact Sheet
  • Managed Income Aggressive
    Fact Sheet
  • Market Leaders Equity Only
    Fact Sheet
  • Political Seasonality Index
    Fact Sheet
  • S&P Tactical Patterns
    Fact Sheet
  • Self-adjusting Trend Following
    Fact Sheet
  • Systematic Advantage
    Fact Sheet
  • Systematic L/S Bond Trading
    Fact Sheet
  • Tactical Hard Assets
    Fact Sheet
  • Volatility Adjusted NASDAQ
    Fact Sheet
  • Market Over 50 Years
    Infographic
  • Strategic Diversification - Lost Decade
    Infographic
  • Bear Market Study
    Infographic
  • Our Relationship With The Investor
    Infographic
  • ADV Part 2A - Wrap Brochure
  • ADV Part 2A - Firm Brochure
  • 2017 ETF Field Guide
  • Market Hotline
    Market Commentary
  • In My Opinion
    Market Commentary
  • The President's Letter
    Market Commentary
  • Retirement Letter
    Market Commentary
  • Fusion Prime Q1 2017 Webinar
    Video
  • Access to FPI managed accounts
  • How to invest in the Market Leaders webinar
    Video
  • How to replicate your 10 best clients
    Video
  • 403(b) opportunities in Arizona
    Video
  • Best investment strategies of 2017 (so far)
    Video
  • Social media introduction for financial advisors
    Proactive Advisor Magazine
  • FUSION: Dynamic, risk-managed core portfolios without the hassle
    Video
  • Investing in Global and Emerging Markets with less risk
    Video
  • 5 ways to ensure clients stay
    Video
  • Fusion Prime Q2 2017 update
    Video
  • 2018 ETF Field Guide
    2018 ETF Field Guide

Help your clients see the big picture and build diversified portfolios more easily