flexPATH Strategies provides professional investment management services exclusively for federal retirement plan rules-governed retirement plans. flexPATH Strategies acts as a legal investment manager, helping plan sponsors create investment policy statements, select and monitor diversified fund options, and keep fees reasonable. The firm uses a combination of passive index funds, active management, and asset allocation strategies to build diversified portfolios. flexPATH Strategies manages billions of dollars in client assets. Because flexPATH Strategies focuses entirely on institutional retirement plans rather than individual retail accounts, individual investors cannot open personal accounts with the firm.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.