Flexible Plan

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) managing in excess of $1.5 billion 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.


Meet the team

Jerry Wagner

Senior Portfolio Manager

Tim Hanna

Senior Portfolio Manager

Daniel Poppe

Portfolio Manager

Advisors Preferred

Advisors Preferred, LLC acts as the named advisor for mutual funds providing an outsourced solution. This solution includes the compliance, regulatory, and trading responsibilities of running a mutual fund allowing advisors the ability to concentrate solely on money management in a sub-advisory role.