GLOBAL VIEW PORTFOLIO STRATEGIES (GPS)

GPS Identifies and Adjusts to Market Conditions

GPS offers seven model portfolios that combine multiple strategies that follow a rules-based discipline that seek to best manage specific asset class and/or market conditions. Each portfolio can be a mix of equity (US & International), alternative (including commodities and currencies), bond (US and International) and Long/Short strategies.

Your Investment Advisors

Flexible Plan Investments, Ltd. (FPI)

Since the founding of FPI in 1981, this Midwestern firm with a national footprint was an early provider of strategic diversification of active investment strategies, managing accounts for tens of thousands of individuals, retirement plan sponsors and their participants. Through its dedicated team of over 50 employees, Flexible Plan is committed to delivering a fully-managed solution to its clients.

In 1989, FPI was a founding member of the Nation Association of Active Managers (NAAIM) that today has over 200 registered investment advisors, managing over $30 billion in client assets. NAAIM's purpose is to promote the use of actively managed strategies to generate favorable risk-adjusted returns as an alternative to traditional passive, buy and hold strategies.

Global View Capital Management, Ltd (GVCM):

An SEC-Registered Investment Advisor, Global View Capital Management serves as sub-advisor to Flexible Plan as its portfolio construction manager for the GPS Model Portfolios. These are structured to seek to mitigate the risk of market volatility, while leveraging the power of the universe of over 100 strategies offered by Flexible Plan. The actively managed, non-correlated strategies, when combined in one simple portfolio, deliver a highly sophisticated form of diversification.

Your Custodian

Trust Company of America

Trust Company of America is the only independent RIA custodian offering fully integrated, real-time technology and personalized back office services designed exclusively for RIAs. Trust's unified technology, custody, and service platform gives advisors the freedom to seamlessly optimize their clients' portfolios while building smarter, more efficient businesses. Headquartered in Denver, Colorado, Trust has been redefining the scale, efficiency, and sophistication of the RIA trading model for more than 20 years.