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Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. We are a turnkey asset management program (TAMP), which means advisors can access and combine our many risk-managed strategies within a single account. Our 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. We also offer advisors our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. Headquartered in Michigan, Flexible Plan Investments` OnTarget Reporting process has helped set and maintain client expectations, while providing an investment approach to deliver effective money management solutions to the brokerage community. Our strategically diversified portfolios of actively managed strategies are available within wrap-fee trust accounts, VAs, VULs, 403(b)s and 401(k)s utilizing no-load mutual funds and ETFs.
DEXSTA Federal Credit Union is a Wilmington, DE-based company in the Financial Services sector.
With over 60 million members, Credit Karma is working to make financial progress possible for everyone. Since 2007, we have been knocking down barriers that block the path to financial health, helping our members make informed choices and feel confident about their opportunities.
Premier Financial Credit Union is a $134 million credit union with over 9,000 members/owners.
Launched in 2014 and based in New York, Clearpool Group, Inc., offers advanced electronic trading software and provides independent agency broker dealer execution services. Clearpools Algorithmic Management System empowers market participants to take control and achieve better quality executions in an evolving equity market microstructure and competitive landscape.