QFC strategies from Flexible Plan Investments
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Two levels of risk management, one low cost
Your clients are counting on you. Help protect them before the next market crisis.
Contact Flexible Plan to learn more.
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Our new QFC Strategies go beyond business as usual, offering institutional-style investment strategies typically reserved for wealthy investors—each for the low advisory fee of only 35 basis points* after affiliated fund credit.
The QFC Strategies can help clients prepare for the next market correction with 2 levels of dynamic risk management at 1 low price:
1. The management within the Quantified Funds.
2. The allocation/rebalancing we do among the Quantified Funds
within the QFC Strategies.
QFC Strategies: Core, Tactical, Alternative
The QFC strategies include 12 of FPI’s most popular core, tactical, and alternative strategies. And because these strategies invest solely in FPI’s subadvised Quantified Funds, our portion of the annual advisory fee for each strategy is just 0.35%* after affiliated fund credit.
New QFC strategies
QFC Political Seasonality Index
An aggressive, risk-managed strategy that uses political and seasonal factors to map the market topography for the coming year. Designed for investors looking for a nontrending, low-correlation tactical alternative as part of their diversified portfolio.
- Uses daily changes in the Dow Jones Industrial Index along with specific political and seasonal factors (using data back to 1885) to determine buy and sell signals.
- Uses our subadvised Quantified Funds to provide an additional layer of risk management over traditional asset classes.
QFC Systematic Advantage
A risk-managed strategy that seeks to employ the signals of the best tactical asset-allocation trading systems. Suitable for growth investors or as a part of a diversified portfolio of other low-correlated strategies of asset classes.
- Uses a proprietary allocation software to select the top-performing systems from among 100+ third-party asset-allocation trading systems.
- The strategy then follows the daily signals of the top systems and invests in equity funds based on the investment posture suggested by the selected systems.
- Uses our subadvised Quantified Funds to provide an additional layer of risk management over traditional asset classes.
QFC Self-adjusting Trend Following
A risk-managed strategy that seeks to generate gains by taking advantage of uptrends and downtrends in the market. Suitable for aggressive investors or as part of a diversified portfolio of other low-correlated strategies or asset classes.
- Generates signals by using the relationship among NASDAQ 100 moving averages, the rate of change of the moving averages, and the daily closing prices.
- Takes one of four positions:
- Income funds—no trend
- NASDAQ 100—trending market
- 2X NASDAQ 100—uptrending market
- Inverse NASDAQ 100—downtrending market
- Uses our subadvised Quantified Funds to provide an additional layer of risk management over traditional asset classes.
In addition to 2 levels of dynamic risk management, that low advisory fee also gets your clients these bonus services:
- OnTarget Monitoring to help set and manage personalized financial expectations.
- Access to our client support team to service accounts and answer client questions.
The QFC Strategy suite is available at E*TRADE Advisers Services, Schwab, and TD Ameritrade.
Please view our QFC Strategies Introduction Video and complete the Contact Form to learn how FPI’s new QFC Strategies can help your clients add dynamic risk management to their portfolios without the high fee.
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Learn about our modern approach to risk management
Active Management e-book
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Learn portfolio design that focuses on enhancing performance and managing risk, as well as how to use our adviser tools to evaluate your portfolio.
How to build a portfolio worksheet
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Learn what role different strategy categories play within a risk-managed portfolio.
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*35 basis points (bps) is the maximum for Strategic Solutions accounts at E*TRADE Advisers Services; the maximum at Schwab and TD Ameritrade is 50 bps due to their higher fund platform fees at these custodians. The maximum advisory fee billable at E*TRADE Advisers Services for FPI portion of the advisory fee is 100 bps; at least 65 bps is satisfied by crediting the subadvisory fees received by FPI from the Quantified Funds. Depending on the mix of the funds utilized, the available credit can exceed 65 bps but would never be less than 65 bps. Therefore, the FPI maximum portion of the QFC fee payable directly by clients cannot exceed 35 basis points. On other platforms, the maximum FPI portion of the fees billed to on QFC only accounts is 50 bps.
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PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. Inherent in any investment is the potential for loss as well as profit. A list of all recommendations made within the immediately preceding twelve months is available upon written request. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing.
Total Return
* Performance for periods of greater than one year are annualized.
As of the most recent prospectus, the expense ratios for the Gold Bullion Strategy Fund are as follows: Investors’ Class (No Load), 1.62%; Class A, 1.62%; Class C, 2.22%. The maximum sales charge imposed on Class A share purchases (as percentage of offering price) is 5.75%. An additional 2% redemption fee applies to all share classes, including Investors’ Class, when shares are redeemed within 7 days of purchase.
The performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate and an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than the performance data quoted. To obtain performance data current to the most recent month-end please call 1-855-647-8268.
Risks associated with the Quantified Funds include active frequent trading risk, aggressive investment techniques, small and mid-cap companies risk, counter party risk, depository receipt risk, derivatives risk, equity securities risk, foreign securities risk, holding cash risk, limited history of operations risk, lower quality debt securities risk, convertible bond risk, non-diversification risk, investing in other investment companies (including ETFs) risk, shorting risk, asset backed securities risk, commodity risk, credit risk, interest risk, prepayment risk, mortgage backed securities risk, hedging and leverage risk, preferred stock risk, and MLP and REIT risks. For detailed information relating to these risks, please see prospectus.
The principal risks of investing in The Gold Bullion Strategy Fund are Risks of the Sub-advisor’s Investment Strategy, Risks of Aggressive Investment Techniques, High Portfolio Turnover, Risk of Investing in Derivatives, Risks of Investing in ETFs, Risks of Investing in Other Investment Companies, Leverage Risk, Taxation Risk, Concentration Risk, Gold Risk, Wholly-owned Corporation Risk, Risk of Non-Diversification and interest rate risk. “Gold Risk” includes volatility, price fluctuations over short periods, risks associated with global monetary, economic, social and political conditions and developments, currency devaluation and revaluation and restrictions, trading and transactional restrictions.
An investor should consider the investment objectives, risks, charges and expenses of each Quantified Fund and The Gold Bullion Strategy Fund before investing. This and other information can be found in the Funds’ prospectus, which can be obtained by calling 1-855-647-8268. The prospectus should be read carefully prior to investing in The Quantified Funds or The Gold Bullion Strategy Fund.
There is no guarantee that any of the Quantified Funds or The Gold Bullion Strategy Fund will achieve their investment objectives.
Flexible Plan Investments, Ltd., serves as investment sub-advisor to The Gold Bullion Strategy and Quantified Funds. Advisors Preferred, LLC serves is the Funds’ investment advisor.