flexPATH Strategies

Financial ServicesCalifornia, United States2-10 Employees

flexPATH Strategies is a privately held financial services firm headquartered in Aliso Viejo, California, founded in 2015. The company specializes in retirement and investment solutions, including target date funds, 401(k) and retirement plan design, fiduciary services, glidepath construction, asset allocation, and both index and active strategies delivered through collective investment trusts. Its approach emphasizes open-architecture investment searches supported by quantitative and qualitative research, with the RPAG Scorecard System providing a framework for evaluating retirement-focused investments and an investment committee guiding qualitative assessment.

Its client base comprises financial professionals, plan sponsors, and investment managers seeking fiduciary stewardship and flexible, research-driven retirement strategies to support participant outcomes. flexPATH positions itself within the financial services industry as a provider of multi-glidepath target date fund solutions and related retirement planning services, offering a collaborative, research-backed process. A notable recent development is the acquisition by Great Gray Group in April 2026, adding a broader context to its market presence, while continuing to operate as a provider within the retirement and investment management space.

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