Flexible Plan Investments
The Quantified Funds are a series of funds - sub-advised by Flexible Plan Investments, Ltd. - actively managed using dynamic asset allocation to adjust to market environments.
Established in 1981, Flexible Plan Investments, Ltd. invests approximately $1.91 billion in assets for clients in its separately managed account business (as of 9/30/18). As a founding member of the National Association of Active Investment Managers (NAAIM), Flexible Plan, a turnkey asset management program (TAMP) provider, is one of the trade association’s largest and oldest active money managers. The company’s mission is to provide investors with competitive returns, while reducing risk through the use of dynamic risk management, strategic diversification, and cutting-edge technology and support services.
Flexible Plan Investments, Ltd. serves as subadvisor to the Quantified Funds, distributed by Ceros Financial Services, Inc. (Member FINRA/SIPC). Flexible Plan Investments, Ltd. and Ceros are not affiliated.
Advisors Preferred, LLC serves as investment advisor to the Quantified Funds. Advisors Preferred is a commonly held affiliate of Ceros.
E*TRADE Advisor Services
Matrix Financial Solutions
NOVEMBER 16, 2015
FLEXIBLE PLAN INVESTMENTS LAUNCHES ITS NEWEST FUND - THE QUANTIFIED STF FUND
AUGUST 26, 2013
Flexible Plan Investments Launches The Quantified Funds Family