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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.
Omgeo is an operations expert automating trade life cycle events, including allocation, confirmation/affirmation, settlement notification, enrichment, operational analytics and counterparty risk management between trade counterparties.
Dubois-Pike Credit Union is a Jasper, IN-based company in the Financial Services sector.
Crypto custody services with unparalleled asset protection Etana`s industry-leading suite of custody and trade support solutions allows clients to manage cryptocurrencies, NFTs, digital assets and global currencies from a secure environment linked to a range of service providers. We reduce counterparty risk, increase capital efficiency, and mobilize assets across venues for exchanges, institutions, investment professionals, and individuals, all while providing unrivaled security. Our high compliance standards give clients peace of mind, knowing their assets are protected and secure.
Pyramid Financial Solutions is a Indianapolis, IN-based company in the Financial Services sector.