Flexpath Strategies - Investment Advisers

About Flexpath Strategies

Flexpath Strategies LLC is an investment adviser headquartered in Aliso Viejo, California, and is registered under the Investment Advisers Act of 1940 as an independent firm. Its registry record reports regulatory assets under management of $2.91 billion and five employees. The firm is one of the investment advisers in California listed in this US investment advisers directory. The firm offers target date funds under the flexPATH name. The funds use conservative, moderate and aggressive glidepaths and are offered in both index and index-plus management styles, with target years of 2025, 2035, 2045, 2055 and 2065. A companion tool helps investors gauge their need to take investment risk based on projected retirement savings. The firm's website states that Great Gray Trust Company now provides investment management services to certain Great Gray collective investment trusts that flexPATH previously sub-advised, and that many flexPATH team members have joined Great Gray Group. The funds are not FDIC insured, and their principal value is not guaranteed.

Key Facts

Assets Under Management

$2.91B

Employees

5

SEC File Number

801-80914