CLOs on the Move

Flexible Plan

www.flexibleplan.com

 
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 ...
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million
  • www.flexibleplan.com
  • 3883 Telegraph Road Suite 100
    Bloomfield Hills, MI USA 48302
  • Phone: 800.347.3539

Executives

Name Title Contact Details
Gregory Smith
Chief Compliance Officer Profile

Similar Companies

Help Financial Corp

Help Financial Corp is a Plymouth, MI-based company in the Financial Services sector.

Kabbage

Kabbage Inc., headquartered in Atlanta, has pioneered the first financial services data and technology platform to provide fully automated funding to small businesses in minutes. Kabbage leverages data generated through business activity such as accounting data, online sales, shipping and dozens of other sources to understand performance and deliver fast, flexible funding in real time. In just a few years, Kabbage has become the number one online provider of working capital to small businesses in the United States and UK. Kabbage’s Data Context Engine connects to the data sources that small businesses already use every day -- such as shipping, accounting, social media, ecommerce, payments and others -- and leverages this data to deliver fast, flexible funding to small businesses. Whereas banks can take weeks to make a decision, Kabbage delivers funding within minutes. Kabbage supports brick and mortar stores, service providers and online businesses of all types.

Great Elm Group Incorporated

Great Elm Group, Incorporated is a publicly-traded, alternative asset manager focused on growing a scalable and diversified portfolio of long-duration and permanent capital vehicles across credit, real estate, specialty finance and other alternative strategies. Great Elm Group, Inc. and its subsidiaries currently manage Great Elm Capital Corp., a publicly-traded business development company, and Monomoy Properties REIT, LLC, an industrial-focused real estate investment trust, in addition to other investments.

SVBandT Corporation

SVB&T Corporation is one of the leading providers in Financial Services. It is based in Scottsdale, AZ. To find more information about SVB&T Corporation, please visit www.svbt.com

Great Rock Capital

Great Rock Capital Partners: Fast, Flexible, and Creative Liquidity-Driven Solutions for Middle Market Companies. Great Rock Capital is an asset-focused lender that supports transitioning middle market companies by providing maximum liquidity and growth capital. We have the experience, expertise, and capital to structure and quickly execute unique financial solutions that maximize liquidity in most industries, including Commercial & Industrial, Manufacturing, Consumer, Transportation, Metals, Healthcare, Energy, Technology, and Defense. Great Rock Capital has no set lending formula as we recognize that each client has unique and specific needs. Our financings range in size from $5 million to $100 million and include flexible term-only structures, which are not provided by either traditional or non-traditional lenders. The Great Rock Capital team brings years of leadership experience in asset-focused lending from sales, underwriting, portfolio management, and capital markets platforms of leading commercial banking and financial institutions. The firm has significant capital commitments from its partners, Sightway Capital, a Two Sigma Company and a large institutional investor.