Flexible Plan Named A Finalist For SMArtX "Strategist Of The Year"

The Wealth Advisor Contributor
February 21, 2022

Flexible Plan Investments, Ltd. (FPI) is a leading provider of dynamic, risk-managed investment solutions for the separately managed account business. This week, FPI has been named a finalist for SMArtX's "Strategist of the Year" award for its QFC Multi-Strategy Explore: Equity Trends investment strategy.

Based on more than 20 years of experience creating multi-strategy portfolios, FPI has found that combining actively managed strategies can provide additional layers of portfolio defense and return potential. The last few years have shown that it's important for investment strategies to be dynamic and flexible. QFC Multi-Strategy Explore: Equity Trends was designed for those reasons.

QFC Multi-Strategy Explore: Equity Trends is a turnkey strategy of strategies that blends FPI's Quantified Fee Credit (QFC) non-core equity strategies to produce satellite or "explore" portfolios designed to be diversified, durable and robust. The strategy employs three levels of risk and opportunity management: (1) the management used within the Quantified Funds, (2) the movement among the funds required by the strategies themselves, and (3) the allocation employed between the strategies.

QFC Multi-Strategy Explore: Equity Trends is designed for investors seeking (1) a dynamically risk-managed blend of tactical equity strategies, (2) the ability to go defensive, and (3) equity-like growth potential.

"We are honored to be named as a finalist for SMArtX's 'Strategist of the Year' award for our QFC Multi-Strategy Explore: Equity Trends strategy. QFC Multi-Strategy Explore: Equity Trends was able to take advantage of the opportunities in the market last year while mitigating risk," says Jerry Wagner, president and founder of Flexible Plan Investments. "I encourage advisers to consider the low-cost options that we offer in our turnkey, dynamically risk-managed multi-strategy core and explore offerings when crafting their clients' investment portfolios at SMArtX."

QFC Multi-Strategy Explore: Equity Trends was selected as a finalist out of nearly 1,000 strategies on the SMArtX UMA platform. Strategies were scored on a weighted, quantitative system for the period ending December 31, 2021. 

To learn more about FPI, the Strategist Profile is right HERE. Details on QFC Multi-Strategy Explore: Equity Trends and other FPI models are HERE.

Popular

More Articles

TAMPs

Black Diamond: The TAMP Revolution’s Next Phase Is Personalization at Scale

The TAMP marketplace has reached critical mass, but Kyle Fleming, Director of Product Strategy at SS&C Black Diamond Wealth Solutions, says the story is far from finished. The next phase moves beyond simple outsourcing to something more sophisticated: a mosaic approach that lets advisors retain control while gaining operational leverage. Fleming explains how firms can scale personalized service across generational households without adding headcount—and why workflow, not technology features, determines success.

TAMPs

How Envestnet Is Building the Operating System for Modern Wealth Management

Envestnet doesn’t fit into traditional TAMP categories anymore. Over two decades, the company has transformed from a closed-architecture service layer into an open, integrated technology platform. Blake Wood, Head of Platform Strategy, explains how Envestnet now delivers tax-aware trading, AI-driven data intelligence, and personalized portfolio management at scale—while giving advisors more time with clients thank to less time managing systems.

Popular