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Flexible Plan

www.flexibleplan.com

 
Established in 1981, Flexible Plan Investments, Ltd. invests over $2 billion in assets for clients in its separately managed account business (as of 12/31/14). As a founding member of the National Association of Active Investment Managers (NAAIM), Flexible Plan, a turnkey asset management program (TAMP) provider, is one of the trade association`s largest and oldest active money managers. The company`s mission is to provide investors with competitive returns, while reducing risk through the use of dynamic risk management, strategic diversification, and cutting-edge technology and support services.
  • Number of Employees: 25-100
  • Annual Revenue: $50-100 Million

Executives

Name Title Contact Details
Jeffrey Ingalsbe
CIO and CISO Profile

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