Active investment management’s weekly magazine for fee-based advisors

Jerry Wagner

Jerry C. Wagner, founder and CEO of Flexible Plan Investments Ltd. (FPI), is a leader in the active investment management industry. Since 1981, FPI has focused on preserving and growing capital through a robust active investment approach combined with risk management. FPI was named to the 2015 Financial Times 300 Top Advisers and the 2015 Inc. 5000 List of fastest-growing private U.S. companies.

Holding investor hands as the market churns

Holding investor hands as the market churns Holding investor hands as the market churns An advisor-client discussion can reassure investors during market storms. Explaining the value of dynamically risk-managed strategies that mitigate volatility can be...

The pitfalls of DIY investing for your clients

The pitfalls of DIY investing for your clients The pitfalls of DIY investing for your clients Investor biases and human nature work against successful self-directed investing. Turnkey asset management establishes the procedures and performs the...

In the investment world, change is a constant

In the investment world, change is a constant In the investment world, change is a constant Financial advisors must be prepared for change as they guide their clients. Portfolios designed with multiple risk-managed strategies can help—actively adapting...