Flexible Plan Investments recently partnered (as sub-advisor) with Advisor Preferred to launch The Gold Bullion Strategy Fund (QGLDX), the industrys first gold bullion fund offered to retail investors as a mutual fund. It began trading at $25 per share on July 8.
Bloomfield Hills, Mich.-based Flexible Plan Investments provides the independent broker dealer and RIA channels with managed accounts for their customers, offering more than 100 strategies for investors. Up until now we have not been able to offer any gold strategies for investors that either do not want to use, or do not have access to, ETFs, says Jerry Wagner, who founded Flexible Plan Investments as an RIA over 30 years ago.
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