Model Portfolios

Today’s investors need more defensive tools to navigate
the challenges of an ever-changing market

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For Financial Professional Use Only

Our Models

Symphony Model Portfolio
Symphony Model Portfolio
CORE EQUITIES

The Symphony model is a true strategy of strategies that utilizes our proprietary Quantified Funds. Based on over 20 years of multi-strategy portfolio creation experience, FPI has found that combining actively managed strategies can help provide additional layers of portfolio defense and return potential.

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Traded Monthly: Other Flexible Plan strategies utilizing Quantified Funds are reallocated on a more frequent basis. Last updated (11/06/2024)
Common Ground BRI+ESG Model Portfolio
Common Ground BRI+ESG Model Portfolio
CORE EQUITIES

Common Ground is a dynamic, risk-managed investment model utilizing our proprietary Quantified Common Ground Fund. The Common Ground Fund draws upon a universe of stocks rated highly by both ESG (based on rating from CSRHub, an ESG ratings aggregator) and Judeo-Christian metrics (based on ratings from eVALUEator). The Fund is used as the equity portion of the Model. The non-equity portion of the Model can utilize government bond, gold and cash asset classes. Combining these elements allows us to offer a single risk-managed solution that financial professionals may use with clients seeking faith-based investments or an ESG exposure to financial markets.Read more

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Traded Monthly: Other Flexible Plan strategies utilizing Quantified Funds are reallocated on a more frequent basis. Last updated (10/31/2024)
Large-Cap Trend Model Portfolio
Large-Cap Trend Model Portfolio
CORE EQUITIES

Trend following is arguably one of the oldest trading strategies. Momentum in asset prices is an important element of factor investing. Large-Cap Trend Model utilizes allocations in our proprietary Quantified Funds and is intended to be used by financial professionals as a potential core equity holding for their clients.

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Traded Monthly : Other Flexible Plan strategies utilizing Quantified Funds are reallocated on a more frequent basis. Last updated (11/12/2024)
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“Buy and hold” is only one approach

“Buy and hold,” simple asset allocation, and traditional portfolio construction may not be enough to keep investors on track toward their financial goals during volatile or severe bear markets (sustained down markets with losses of more than 20%).

“Riding out” the ups and downs of the market and relying only on basic forms of diversification could leave investors vulnerable to the risks described below and with fewer tools to take advantage of opportunities for growth.

Dynamic risk management

We aim to respond shifting market conditions as needed and seek to provide investors with competitive returns while reducing risk through all market cycles.

Our philosophy emphasizes access to a wide selection of asset classes in an attempt to reduce volatility over time while exercising short-term vigilance against unexpected events.

Our approach

Flexible Plan Investments was built around quantified, active investment management, and strategic diversification—the theory and practice that one needs strategies that can be responsive to various market environments and that no single investment approach works in every market environment all the time.

Bear markets and black swan events can have an outsized detrimental effect on individual investors. This is why we have a team dedicated to research. 

Meet the team

Our method

Models are created by applying an investment methodology (a rules-based, tested computer model that provides consistent, objective, and disciplined buy and sell decisions based on current market environments) to an investment universe.

  • Seeks favorable risk-adjusted returns and less volatility in any market environment.
  • Uses sophisticated algorithms and models to capture gains and help defend against losses in a wide variety of sectors, asset classes, and geographies.
  • Focuses on controlling portfolio risk.
  • Has the flexibility to alter course based on market conditions.

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Flexible Plan Investments

Founded in 1981, Flexible Plan Investments was an early pioneer of separately managed accounts employing dynamic investment risk management. Today, Flexible Plan is a turnkey asset management program (TAMP) where advisers can access and combine multiple risk-managed strategies within a single account. These fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms.

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  • Contact us
  • 3883 Telegraph Road
    Suite 100
    Bloomfield Hills, MI 48302

Flexible Plan Investments, Ltd. is a federally registered investment adviser. Flexible Plan serves as Advisor to the Symphony, Common Ground and Large Cap Trend Model and Subadviser to the Gold Bullion Strategy Fund and Quantified Funds.

Advisors Preferred serves as an advisor to the Quantified Funds, distributed by their affiliated broker-dealer, Ceros Financial Services, Inc., Member FINRA/SIPC. Flexible Plan is not affiliated with Advisors Preferred or Ceros. This is provided for information purposes only and should not be used or construed as an indicator of future performance, an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. Advisor may predicate some strategies on trading signals furnished by non-affiliated firms. In such instances, the non-affiliated firm is under contract to Advisor to provide, and in certain instances, implement management of Client accounts in such strategies. Read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing.

The model portfolios described on this website are designed for use by financial professionals and are not managed according to any individual client's suitability or investment profile. The Models are designed to be use by Financial Professionals who wish to utilize Quantified Funds within their separately managed accounts. Allocations for the model portfolios are communicated periodically, and other models may also reallocate at different frequencies. The Quantified model portfolios themselves are not funds. The Quantified model portfolios include investments in shares of funds. Clients will indirectly bear fund expenses in respect of portfolio assets allocated to funds, in addition to any fees payable associated with any applicable advisory or wrap program.

PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. Investing in securities, including the Quantified Funds utilized in the model portfolios, involves risks, and clients can experience losses. There is no guarantee that the model portfolios or the Quantified Funds within them will achieve their investment objectives. No investment strategy, model, or product is guaranteed to generate a profit or prevent a loss. A list of all recommendations made within the immediately preceding twelve months is available upon written request.

The use of cash, short-term investments, income investments, precious metals, and other hedging strategies may be used with the intention to help mitigate the overall risk of the portfolio and offer some downside protection. Instead, it may cause the strategy to miss out on gains that would otherwise be earned.

Commodities: Concentrating investments in natural resources industries can be affected significantly by events relating to those industries, such as variations in the commodities markets, weather, disease, embargoes, international, political, and economic developments, the success of exploration projects, tax and other government regulations and other factors.

The models and their performance reflect a core philosophy that a portfolio of broadly diversified, low-cost index funds provide a prudent risk-return balance. However, Flexible plans makes no representations or warranties regarding the appropriateness of the models for any specific investor and assumes no liability for investment results. All investments, including those described in the models, are subject to risk, and investors may experience losses.

The model portfolios do not attempt to consider the effect of income taxes on performance or returns and do not provide tax advice. It is important to consult with your investment or tax advisor before taking any action.

An investor should carefully consider the investment objectives, risks, charges, and expenses of the Quantified Funds before investing. This information can be found in the Funds' prospectus and summary prospectus, which can be obtained by calling 1-855-650-7453 or by visiting https://www.quantifiedfunds.com/fund-documents. It is important to read the prospectus carefully before investing in the Quantified Funds or in any model containing these funds.

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