Meet Flexible Plan at Envestnet Advisor Summit 2018 | Booth #162

Ernest N. Morial Convention Center

May 16–18, 2018 | New Orleans

Come visit Flexible Plan at the “must-attend” event in wealth management!

We’d love to get to know you, learn about your business, and discuss how Flexible Plan can help differentiate you from other financial advisors with risk-managed strategies on the Envestnet platform.

Stop by booth #162 to learn more and for a chance to win an Amazon Echo Spot.* Schedule a meeting ahead of time, and we’ll enter your name into the drawing twice!

Stop by our booth to find out more about our risk-managed investment strategies available on the Envestnet Platform.

Domestic Tactical

Dynamic, risk-managed equity strategies.

Self-adjusting Trend Following**

**Uses our subadvised Quantified Managed Income Fund (QBDSX) and the Quantified STF Fund (QSTFX), Morningstar’s 2017 Top Performing U.S. Equity Mutual Fund (All Morningstar Equity Categories, Minimum AUM $100 Million).

Morningstar Awards 2017


Risk-managed strategies designed to perform in all market conditions for all suitability profiles.

All-Weather Dynamic—Unleveraged ETF (Conservative)
All-Weather Static ETF (Moderate)
Trivantage—Unleveraged ETF (Balanced)
All-Weather Dynamic—Leveraged ETF (Growth)
Trivantage—Leveraged (Aggressive)


Principled Investing

Non-passive, core strategies designed to invest in accord with social and environmental, or religious, values without sacrificing risk-adjusted returns.

For A Better World — Available in 3 risk profiles
Faith Focused Investing (Socially responsible investing) — Available in 5 risk profiles

Meet the Flexible Plan team in booth #162 for a chance to win an Amazon Echo Spot.*
Schedule a meeting to increase your chances to win!

Michael Heavey

Michael Heavey

Eastern Divisional Sales Manager

Read more about Michael here


Tony Morales

Tony Morales

Internal Sales Manager

Amazon Echo Spot

*Flexible Plan will draw one name from the business cards dropped off during the event. One winner will be chosen. The winner will be contacted via the email address listed on the winning business card. AMAZON ECHO SPOT is a trademark of Amazon Technologies, Inc.

About Flexible Plan Investments, Ltd.

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 we provide practice management solutions and 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 using mutual funds, variable annuities or ETFs 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. ▪ 800-347-3539 ▪ Fax: 248-642-6741 ▪ 3883 Telegraph Road, Suite 100 ▪ Bloomfield Hills, MI 48302 ▪