Asset Management
Impact Wealth Group utilizes asset management services for our clients through an affiliated company IWG Investment Advisors LLC (IWGIA) -- a licensed Registered Investment Advisor with the state of Florida.
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 40 years and have over 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 the links below to learn more about managing risk with Flexible Plan Investments:
Kiplinger article on Flexible Plan Investments.
Dynamic Risk Management
Rethinking Investment Risk whitepaper.
Important Disclosures and Terms of Use
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