FLEXIBLE PLAN INVESTMENTS LTD
SEC RegisteredManaging the non-traditional is our tradition
About the firm
Quantified Funds is a family of mutual funds for which Flexible Plan Investments, Ltd. serves as subadvisor and Advisors Preferred, LLC acts as the named advisor. Flexible Plan Investments, founded in 1981, is a turnkey asset management program (TAMP) managing in excess of $1.5 billion, employing dynamic investment risk management across equity, debt, and alternative asset classes.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
A family of mutual funds offering dynamic risk management and strategic diversification across equity, debt, and alternative asset classes, including alternative investment, managed futures, tactical fixed income, tactical sectors, managed income, and gold futures tracking funds, among others.
Who they serve
Financial advisors and investors seeking dynamic, risk-managed investment solutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 8,323 | $261M |
| High Net Worth Individuals | 737 | $104M |
| Charitable Organizations | 33 | $5.1M |
| State/Municipal Entities | 25 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $100,000 (Single Fee Rate Structure 2003-2018) | 2.60% |
| Next $400,000 (Single Fee Rate Structure 2003-2018) | 1.80% |
| $500,001 to $1,000,000 (Single Fee Rate Structure 2003-2018) | 1.50% |
| Over $1,000,000 (Single Fee Rate Structure 2003-2018) | 1.00% |
| First $500,000 (FFS pre-Jan 18 2018) | 2.60% |
| $500,001 to $999,999 (FFS pre-Jan 18 2018) | 2.35% |
| $1,000,000 and up (FFS pre-Jan 18 2018) | 2.10% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FLEXIBLE PLAN INVESTMENTS LTD has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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