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2018 ETF Field Guide

2018 ETF Field Guide

by Flexible Plan Investments | May 3, 2018 | Active management, Industry trends

2018 ETF Field Guide, downloadable, active management,...
Fusion Prime Q2 2017 update

Fusion Prime Q2 2017 update

by Flexible Plan Investments | Oct 17, 2017 | Portfolio solutions, Solutions from FPI

Join members of Flexible Plan Investments’ research team as they discuss Fusion Prime over the quarter. Discussing portfolio performance Explaining portfolio allocations month-by-month Educating on market...
5 ways to ensure clients stay

5 ways to ensure clients stay

by Flexible Plan Investments | Oct 17, 2017 | Building your business, Managing client expectations, Solutions from FPI

Do you know why clients leave you? What can you do to significantly improve client retention? How do you implement an effective retention strategy?...
Investing in Global and Emerging Markets with less risk

Investing in Global and Emerging Markets with less risk

by Flexible Plan Investments | Oct 17, 2017 | Portfolio solutions, Solutions from FPI

Learn how to help your clients seek risk-managed growth and diversification by investing in these markets. How your clients can get exposure to global and emerging markets without sacrificing risk management. How adding these strategies to their portfolio can provide...
FUSION: Dynamic, risk-managed core portfolios without the hassle

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

by Flexible Plan Investments | Oct 17, 2017 | Portfolio solutions, Solutions from FPI

Webinar highlights: How FUSION and FUSION Prime strategies take advantage of multiple managers, methodologies, and asset classes to provide diversified, dynamic, risk-managed portfolios—without taking any time out of your day to build or maintain them. How FUSION...
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3883 Telegraph Road, Suite 100 Bloomfield Hills, MI 48302 Phone: (248) 642-6640 | Toll Free: (800) 347-3539 | Fax: (248) 642-6741 Copyright 2017 Flexible Plan Investments, Ltd