FPI promotes Trent Schield to vice president of national accounts
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• Flexible Plan Investments (FPI) promotes 25-year industry veteran Trent Schield to vice president of national accounts.
• 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!"

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.

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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.

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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.


Contact
Melissa Karas
Chief Marketing Officer
***@flexibleplan.com


Source: Flexible Plan Investments, Ltd.
Filed Under: Financial

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