FPI promotes Trent Schield to vice president of national accounts
Michimich.com/10245907

BLOOMFIELD HILLS, Mich. - Michimich -- Flexible Plan Investments Ltd. (FPI), a leading provider of dynamic, risk-managed investment solutions, announced that industry veteran Trent Schield has been promoted to vice president of national accounts. In addition to his role as the product specialist for FPI's Market Leaders investment strategies, Schield will head the company's national accounts initiatives; drive business-development efforts; and help align relationship management, sales, and marketing efforts to meet the company's business goals.

Schield will be responsible for leading business development with strategic partners and key stakeholders at registered investment advisers; turnkey asset management programs; variable annuity firms; and independent, national, and regional broker-dealers. He will be responsible for retaining, managing, and growing existing relationships, while discovering new opportunities for the company.

More on Michimich.com

• Robert Fabbio Inducted into the Austin Technology Council Hall of Fame
• Cybersecurity is Protecting Your Personal Information and Your Portfolio
• EY US names Tifiany Walker of Walker Healthforce a finalist for Entrepreneur Of The Year® 2025 Michigan and Northwest Ohio Award
• Michigan Lawn Care Company Begins May Treatment
• Boat Dock Manufacturer Gives Design Tips for Summer!

Schield has served as regional vice president at multiple national investment firms and has been educating financial advisers on the principles of risk-managed investment strategies for nearly 17 years. He also drew on his decades of experience in sector investing to co-write the book "Dow 85000! Aim Higher!"

"We are excited to welcome Trent Schield to his new role as vice president of national accounts. Trent's journey through the industry, spanning over 25 years, is a testament to his deep understanding and innovative approach to investing. His leadership in educating financial advisers aligns perfectly with our mission of promoting dynamic, risk-managed investment solutions. We are confident that Trent will help FPI continue to excel, evolve, and remain at the forefront of the investment management industry." said Jerry Wagner, FPI's founder and president.

To learn more, visit www.flexibleplan.com.

About Flexible Plan Investments Ltd.

Established in 1981, Flexible Plan Investments Ltd. (FPI) invests over $1.5 billion in assets for clients in its separately managed account business (as of 6/30/23). FPI is dedicated to preserving and growing wealth through dynamic risk management. FPI is a turnkey asset management program (TAMP), which means advisers can access and combine many risk-managed strategies within a single account. FPI's 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. FPI also offers an OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. For more information, visit flexibleplan.com.

More on Michimich.com

• L2 Aviation Celebrates Grand Opening of New Facility at Cincinnati/Northern Kentucky International Airport (CVG)
• Managing Summer Staffing Surges with Confidence: Why Name Badges Are a Must for Seasonal Success
• Visa Named Title Sponsor of Ascending Athletes' Business Owners Summits for NFL Entrepreneurs
• L-Tron Team to Attend the 2025 Automate Conference in Detroit, MI
• The Paris Court of International Arbitration Elects Dr. John J. Maalouf as its New President

PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. Inherent in any investment is the potential for loss as well as the potential for gain. A list of all recommendations made within the immediately preceding year is available upon written request. Please read Flexible Plan Investments' Brochure Form ADV Part 2A and Form CRS carefully before investing.