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Asset Management

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Impact Wealth Group also provides asset management services for our clients through it’s subsidiary company IWG Investment Advisors LLC (IWGIA) -- a licensed Registered Investment Advisor with the states of Florida, Ohio, Maryland, and Colorado.

IWG Investment Advisors LLC has a relationship with Flexible Plan Investments -- a leading provider of investment risk management services and investment strategies. As a founding member of the National Association of Active Investment Managers (NAAIM), they are one of the trade association’s largest and oldest active money managers. They have been in business for over 37 years and have just under 2 billion under management. IWG Investment Advisors LLC and Flexible Plan Investments are independently owned and operated.

Flexible Plan Investments strives to provide investors with competitive returns while working to reduce risk through the use of diversified investment products and cutting-edge technology. They focus on preserving and growing capital through a robust active management approach combined with investment risk management.

Please follow this link to learn more about: Flexible Plan Investments

Flexible Plan

Click HERE for an article about managing investment risk.

Click HERE for a whitepaper article about rethinking investment risk.

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Offices in Fort Lauderdale, FL • Miami, FL • Bonita Springs, FL • Dallas, TX

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