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DYNAMIC RISK-MANAGED INVESTMENT SOLUTIONS SINCE 1981

DYNAMIC RISK-MANAGED INVESTMENT SOLUTIONS SINCE 1981.

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DYNAMIC RISK-MANAGED INVESTMENT SOLUTIONS SINCE 1981

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  1. DYNAMIC RISK-MANAGED INVESTMENT SOLUTIONS SINCE 1981 PAST RESULTS DO NOT GUARANTEE FUTURE RESULTS. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE.

  2. What does the market do? PAST RESULTS DO NOT GUARANTEE FUTURE RESULTS. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE.

  3. The right tools for the conditions NO TREND GOOD UPTREND STRONG UPTREND BEARMARKET -1x 1x INVERSENASDAQ RETURNNASDAQ 2x RETURNNASDAQ MONEYMARKET PAST RESULTS DO NOT GUARANTEE FUTURE RESULTS. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE.

  4. 2011 2013 2008 SIDEWAYS MARKET BULL MARKET BEAR MARKET -1x 1x INVERSENASDAQ RETURNNASDAQ 2x RETURNNASDAQ MONEYMARKET PAST RESULTS DO NOT GUARANTEE FUTURE RESULTS. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE.

  5. STF CORE PRINCIPLES/PHILOSOPHY No more predictions. Simple. Markets go down Markets go up PAST RESULTS DO NOT GUARANTEE FUTURE RESULTS. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE.

  6. 2011 2013 2008 SIDEWAYS MARKET BULL MARKET BEAR MARKET STFNASDAQ 100 STFNASDAQ 100 STFNASDAQ 100 -1x 1x INVERSENASDAQ RETURNNASDAQ 2x RETURNNASDAQ MONEYMARKET PAST RESULTS DO NOT GUARANTEE FUTURE RESULTS. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE.

  7. STF Index 1998–2013 PAST RESULTS DO NOT GUARANTEE FUTURE RESULTS. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE. Flexible Plan Investments, Ltd. | 3883 Telegraph Road, Suite 100, Bloomfield Hills, MI 48302

  8. Two reasons investors • fire an advisor • Drawdown • Laydown PAST RESULTS DO NOT GUARANTEE FUTURE RESULTS. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE.

  9. DrawdownSTF INDEX 1998–2013 PAST RESULTS DO NOT GUARANTEE FUTURE RESULTS. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE.

  10. Laydown STF INDEX 2004-2006 +35% +18% +2% S&P NDX STF PAST RESULTS DO NOT GUARANTEE FUTURE RESULTS. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE.

  11. Laydown STF INDEX 2004-2006 STF INDEX 2007-2009 +114% +35% +18% +30% +2% STF S&P S&P NDX NDX STF -16% PAST RESULTS DO NOT GUARANTEE FUTURE RESULTS. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE.

  12. ChasePerformance Capitulate • Drawdown • and Laydown PAST RESULTS DO NOT GUARANTEE FUTURE RESULTS. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE.

  13. Firm history • Services nearly 700 independent broker dealers and RIAs • Focuses on preserving and growing capital through a robust active management approach combined with risk management • Provides strategic diversification withina single client account at a low account minimum • Early pioneers of active investment management and founding member of NAAIM National Association of Active Investment Managers • Sets investor expectations with OnTarget Investing then manages and monitors those expectations PAST RESULTS DO NOT GUARANTEE FUTURE RESULTS. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE.

  14. Core principles Dynamic Risk-managed Investing Strategic Diversification Managing Investor Expectations WEALTH PRESERVATION We respond to shifting market environments in real time and seek to provide investors with competitive returns while reducing risk through all market cycles. MODERN ASSET CLASSES We utilize a wide variety of actively managed strategies carefully chosen from a group of experienced managers who access modern asset classes to achieve true strategic diversification. CUSTOMIZED INVESTOR EXPERIENCE Investors can visit our web portal at ontargetinvesting.com and monitor where their portfolio performance is in relation to their personal investment benchmark. PAST RESULTS DO NOT GUARANTEE FUTURE RESULTS. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE.

  15. Two forms of diversification STATIC ROTATIONAL PAST RESULTS DO NOT GUARANTEE FUTURE RESULTS. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE.

  16. Total diversification across three dimensions MULTI-MARKET MULTI-STRATEGY MULTI-MANAGER Manager External subadvisorsand in-house programs Asset Class Stocks, Bonds, Commodities Strategy Style PAST RESULTS DO NOT GUARANTEE FUTURE RESULTS. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE.

  17. Portfolio tools PAST RESULTS DO NOT GUARANTEE FUTURE RESULTS. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE.

  18. Correlations The FUSION engine analyzes relationships and correlations between strategies and how each performs within different market environments. The strategies are chosen for their combined robustness across all market conditions. combined robustness PAST RESULTS DO NOT GUARANTEE FUTURE RESULTS. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE. • Current method relies less on strategy momentum, and considers also strategy volatility and cross correlations. Risk is considered at the portfolio level.

  19. Fusion Indices 2000–2013 2000 2004 2008 2011 2013 PAST RESULTS DO NOT GUARANTEE FUTURE RESULTS. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE.

  20. Premium accounts Fusion Prime, like Fusion, is designed to dynamically allocate across multiple market indexes, multiple trading strategies and multiple investment managers to create a single, diversified portfolio that is superior to the sum of its parts. Fusion Prime offers greater customization and special services created just for Fusion Prime account holders at no additional charge. PAST RESULTS DO NOT GUARANTEE FUTURE RESULTS. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE.

  21. Premium accounts Accounts over $100,000 qualify for premium services PAST RESULTS DO NOT GUARANTEE FUTURE RESULTS. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE.

  22. Two forms of diversification STATIC ROTATIONAL PAST RESULTS DO NOT GUARANTEE FUTURE RESULTS. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE.

  23. Fusion + STF allocation matrix PAST RESULTS DO NOT GUARANTEE FUTURE RESULTS. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE.

  24. Fusion + STF Indices 1998–2013 1998 2001 2008 2011 2013 PAST RESULTS DO NOT GUARANTEE FUTURE RESULTS. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE.

  25. FUSION + STF INDICES 1998–2013 PAST RESULTS DO NOT GUARANTEE FUTURE RESULTS. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE.

  26. INDEX DISCLOSURE This presentation is provided for information purposes only and should not be used or construed as an indicator of future performance, an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. Flexible Plan Investments, Ltd. cannot guarantee the suitability or potential value of any particular index. These results do NOT represent actual trading or client experience, and do not reflect the impact of decision making or economic or market factors experienced during actual management of funds. The actual return may be lower or higher than the performance quoted. Annual returns are compounded monthly. Performance between selected dates may be misleading as indicative of overall performance of an index. The Fusion Indexes are provided by Flexible Plan Investments Ltd. (“FPI”) and calculated by the NYSE Group, Inc. The inception date of the Fusion Indexes is 1/1/1998. The Self Adjusting Trend Following (STF) Index is provided by Flexible Plan Investments Ltd. (“FPI”) and maintained currently at Morningstar. The inception date of the STF Index is 1/1/1998. The indexes are rules-based and are an illustration of mathematical principles embodied in the Fusion arithmetical formula that is applied to derive the index results. It does not predict or project the performance of an investment or investment strategy as one cannot invest directly in an index. While FPI’s Fusion strategies are based on the Fusion Indexes, and the FPI STF strategy is based on the STF Index, the indexes reflect the theoretical performance an investor would have obtained had it invested in the manner shown and does not represent returns an investor actually attained, as investors cannot invest directly in an index. No representation is being made that any client will or is likely to achieve results similar to those presented herein. Fusion is predicated on combining multiple, dynamically risk-managed strategies into a single portfolio which is designed to add an extra level of risk-reduction and return to navigate diverse market environments, black swans, and uncertainty. It considers three different factors in a proprietary (post-Modern Portfolio Theory) methodology consistently applied over the period shown to generate trading strategy exposure: 1) momentum or relative strength of each strategy; 2) volatility or risk of each strategy; and 3) correlation of each strategy to other strategies in a portfolio context. The Fusion Indexes are constructed illustrating the historical allocated performance from various sources, including actual returns of FPI’s model account strategies, ETFs and open-end mutual funds (including long/short and/or leveraged funds). From January 1998 to December 2013, Fusion Index performance was calculated by FPI. Index calculations from January 2014 forward were performed by the NYSE Group, Inc. From January 1998 to December 2013, there have been no assets managed under the Index rules at FPI. The Fusion mathematical algorithm has been in use by FPI since February, 2013. FPI reserves the right to make enhancements to the Index methodology. The Fusion Indexes and the STF Index contain no management or advisory fees, other than the internal fees and expenses reflected in the NAV of the mutual funds or ETFs used. A client account in a FPI offered Fusion strategy will incur advisory fees; additional fees may apply including transactions and trading costs determined by the Custodian of the account. These fees and costs will decrease the return experienced by a client. Individual client account results will vary from the Fusion Index returns. Current and prospective clients should not assume that future performance will be the same or profitable. Distributions have been reinvested. When provided, dividends are reinvested for indexes. In those cases where indexes do not provide dividend information, those returns would be understated. As individual tax rates vary, taxes have not been considered. The FPI FusionSMIndexes (the “Indexes”) are calculated by NYSE Group, Inc. or its affiliates (“NYSE Group, Inc.”).  The FPI Fusion Index strategies or managed accounts, which are based on the Indexes, are not issued, sponsored, endorsed, sold or promoted by NYSE Group, Inc., and NYSE Group, Inc. makes no representation regarding the advisability of investing in such product. NYSE GROUP, INC. MAKES NO EXPRESS OR IMPLIED WARRANTIES, AND HEREBY EXPRESSLY DISCLAIMS ALL WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE WITH RESPECT TO THE FPI FUSION SM/® INDEXES OR ANY DATA INCLUDED THEREIN. IN NO EVENT SHALL NYSE GROUP, INC. HAVE ANY LIABILITY FOR ANY SPECIAL, PUNITIVE, INDIRECT, OR CONSEQUENTIAL DAMAGES (INCLUDING LOST PROFITS), EVEN IF NOTIFIED OF THE POSSIBILITY OF SUCH DAMAGES. PAST RESULTS DO NOT GUARANTEE FUTURE RESULTS. Please read Flexible Plan Investments' Brochure Form ADV Part 2A carefully before investing. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE. Ver. Index Disclosure + STF 4/1/14 4/7/14

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