ABOUT THIS EPISODE
Join Evan Rapoport, Founder and CEO of SMArtX Advisory Solutions as he speaks with Jerry Wagner, Founder and President of Flexible Plan, winner of the Strategist of the Year for the SMArtX 2022 Virtual Awards.
Flexible Plan focus is dynamic risk management as its key focus and believes tactical allocation gives you alpha as it is able to deliver both opportunities and maximum risk protection that diversification doesn’t. Recognizing that one strategy doesn’t always work in every environment, Flexible Plan created multi strategies to combine into one portfolio to help eliminate ‘strategy risk’ and take advantage of multiple investment opportunities. All in they manage over 50 strategies and funds that are all being powered by quantified, disciplined, computer programs that were researched and tested by their teams.
