Our Team

We are devoted to our clients and it’s reflected by our tenure, scale, and recognition as the industry’s fastest growing target date suite. Our dedication to clients is matched by our commitment to our community. flexPATH is pleased to fundraise annually for Canine Companions and Wounded Warriors to provide trained service dogs for veterans.

Investment Committee

The flexPATH Strategies Investment Committee proudly serves as fiduciaries to every flexPATH fund, putting investors first. We strive to create successful retirement outcomes and positive investing experiences for plan participants. We believe in partnering with industry-leading investment managers to collaborate and offer superior investment solutions. The committee has over 100 years of collective investment experience and all members are CFA charterholders, a post-graduate professional qualification that has the highest level of international, investment, and regulatory recognition of finance-related qualifications. The team conducts extensive investment research using proprietary quantitative software in addition to hands-on qualitative research.