#United States #Bloomfield Hills #Flexible Plan Investments #FlexDirex #Direxion

Flexible Plan Investments Launches FlexDirex

On November 4, 2025, Flexible Plan Investments Ltd. (FPI), a frontrunner in dynamic, risk-managed investment solutions, announced the launch of FlexDirex, marking a significant innovation in the field of exchange-traded funds (ETFs). The FlexDirex platform introduces two new actively managed ETF strategies—Tech Plus and Focused Core—targeted toward financial advisers looking to navigate the complexities of high-volatility markets.

Overview of FlexDirex Strategies

The FlexDirex strategies leverage Direxion's single-stock ETFs, which provide either leveraged or inverse exposure to underlying securities on a daily basis. This unique approach enables advisers to implement tactical strategies that cater to both high-growth and diversified portfolios.

Tech Plus Strategy

The Tech Plus strategy is designed for investors who embrace high levels of volatility and are seeking potential aggressive growth opportunities. This strategy focuses on high-conviction investments in rapidly evolving technology sector ETFs. Capitalizing on FPI's 44-year history in tactical management, Tech Plus employs the proprietary Targeted Volatility Analysis (TVA) tool to assess and adjust risk dynamically, especially during potential market downturns. This strategy is formulated to match the volatility profile of the Nasdaq 100 index, allowing for robust engagement with the tech market.

Focused Core Strategy

In contrast, the Focused Core strategy offers a more diversified approach, catering to investors seeking steady growth with lower volatility. This actively managed core strategy invests in a broad spectrum of single-stock ETFs across various sectors. It aims to secure returns from both upward and downward movements of core holdings through systematic adjustments based on the TVA tool. Focused Core is tailored to manage risk in relation to SP 500 volatility, making it an appealing option for those preferring a less aggressive risk profile.

Key Benefits of FlexDirex

1. First-to-Market Innovation: FlexDirex stands out as the first suite of actively managed single-stock ETF strategies available as separately managed accounts (SMAs) in the U.S., setting a new benchmark in ETF management.
2. Momentum-Based Selection: The strategies draw from a selection of over 40 single-stock ETFs provided by Direxion, encompassing some of the most promising U.S. companies.
3. Expertise in Tactical ETF Management: FPI has been integrating ETFs into its risk-managed strategies since 2004, boasting decades of quantitative management experience.
4. Targeted Volatility Management: Each strategy is specifically aligned with the volatility characteristics of either the Nasdaq 100 or the S&P 500 indices, allowing precise risk management.
5. Adviser-Focused Solutions: FlexDirex strategies empower advisers to distinguish their client portfolios and cater effectively to varying market conditions.

Conclusion

FlexDirex opens up new avenues for financial advisers, equipping them with sophisticated tools to navigate the intricacies of volatile markets while exploiting potential market opportunities. By integrating tactical risk-management strategies with targeted single-stock exposures, FlexDirex facilitates flexibility during both bullish and bearish market conditions. For further insights on FlexDirex ETF strategies, interested parties are encouraged to explore Flexible Plan Investments' official site.

About Flexible Plan Investments

Founded in 1981, Flexible Plan Investments Ltd. manages over $1.3 billion in assets as of September 30, 2025. The company focuses on preserving and enhancing wealth through tailored, risk-managed investment solutions, offering comprehensive asset management services to financial advisers.

About Direxion

Established in 1997, Direxion specializes in ETF solutions that cater to an array of investment strategies, emphasizing the importance of precise risk exposure management. As of September 30, 2025, Direxion manages approximately $57.4 billion in assets.