Flexible Plan Investments Offers Absolute Return Portfolios

Flexible Plan Investments, Ltd., a national provider of actively managed accounts, announced Absolute Return Portfolios with Wolf Pack Advisors are now available to the independent broker/dealer and RIA community. 

Over fifteen outside money managers, including those affiliated with Hg Capital Advisors, LLC, ProfitScore Capital Management, Inc., Parlan Financial Corporation, Active Investment Management, LLC and Scarecrow Trading, Inc., have collaborated to create mutual fund portfolios that seek opportunity in both bull and bear markets.  

The announcement said each portfolio is a combination of multiple managers – the “Wolf Pack” – and is responsive to markets. The actively managed accounts are automatically invested among strategies based on allocation processes that have proven profitable even in unfavorable market conditions. Suitability-based profiles reflect risk tolerance and investment time horizon, and feature quarterly reports on fund performance.   

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The accounts are custodied at a national independent trust company and overseen by Flexible Plan Investments, and only index mutual funds are utilized to achieve the portfolios’ leveraged and inverse positions – and there is no margin or short selling. Hedge fund techniques are made available without the hassles of limited partnerships, lack of liquidity, minimum holding periods and high performance fees, according to the announcement.  

Further information is available at www.flexibleplan.com.  

 

Diversified Offers Mobile Site Access

Diversified Investment Advisors has introduced Diversified Direct Mobile that allows participants to monitor their accounts from their mobile devices. 

A news release said the new system allows participants to access all their accounts through Diversified’s Web site, www.divinvest.com.  The system can be accessed via Windows, Android, iPhone, or iPod touch devices.

“Providing account access to retirement plan participants wherever they are 24/7 has become a business imperative in today’s world,” said Gerard Rescigno, senior vice president and chief technology officer, in the news release.  “We are committed to finding new and unique ways of leveraging technology to deliver more effective and flexible solutions to participants. And, by keeping the retirement outlook front and center, we’re making sure that participants stay focused, not just on accumulation, but on the retirement income stream.”   

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