Flexible Plan Investments, Ltd. Employee Directory
Financial ServicesMichigan, United States51-200 Employees
Flexible Plan Investments, Ltd. is a financial services firm that operates as a turnkey asset management program and a registered investment adviser. It delivers dynamic, risk-managed investment strategies for financial advisers, RIAs, and broker-dealers across equities, fixed income, and alternative assets. Advisers can access multiple actively managed strategies within a single SMA, enabling diversification across ETFs, mutual funds, and retirement accounts. The OnTarget Investing framework helps advisers set personalized benchmarks, track progress, and manage client expectations. Headquartered in Bloomfield Hills, Michigan, the firm serves hundreds of financial firms nationwide and provides comprehensive back-office, service, and technology support to simplify platform integration. Founded in 1981, Flexible Plan Investments positions itself as an established provider of adaptive, risk-aware investment solutions for advisers, and in 2025 launched FlexDirex.