Flexible Plan Investments

Flexible Plan Investments runs a turnkey asset management program for registered investment advisers and broker-dealer advisors. Advisors combine several of its actively managed, risk-managed strategies inside one fee-based separately managed account; the company says it serves more than 600 RIAs and broker-dealers.

Strategies span stocks, bonds and alternatives and use what the firm calls dynamic risk management, adjusting exposure as markets change. They are offered through third-party custodians, insurance and variable annuity platforms, model manager and strategist platforms, and retirement plan platforms, including self-directed brokerage windows and group plans. The firm also manages its Quantified mutual funds, a FlexDirex suite of single-stock ETF strategies launched in November 2025, an ETF strategist program, a donor-advised fund program and a principled investing option. An OnTarget Investing tool helps advisors set a custom benchmark for each client and track progress, and advisors get a support team, client service specialists and back-office help.

The firm was founded in 1981 by Jerry Wagner and is headquartered in Bloomfield Hills, Michigan, with a staff of more than 80. Carl Resnick was named president in August 2026. Its strategies appear on platforms including Charles Schwab, Axos, SMArtX and Axiom.