A passive portfolio solution is no longer enough. Join Michael Rogers, your Flexible Plan regional business consultant, on WEDNESDAY for a live presentation on how to "activate your core" with a multi-strategy portfolio in order to help your clients face today’s unpredictable markets. Free registration is HERE.
This event is especially enticing because Flexible Plan's Quantified STF Fund (QSTFX) was named Morningstar’s 2020 Top Performing Tactical Allocation Fund last year. The fund gained 77.44% in 2020. The fund was also the top performer in its category for the past 2-, 3- and 5-year periods.
The fund previously earned the award for top domestic equity fund in 2017, when it gained 68.92%. The Quantified Funds are a family of actively managed funds designed to use dynamic asset allocation to handle risk in multiple market environments.
If you'd like more detail on how to incorporate QSTFX into your client portfolio, a seat at Wednesday's seminar or something else, Financial Plan staff are just a few clicks away on the VIP Messenger.
