Flexible Plan Investments, Faith Focused Investing, Faith Based Investing
Flexible Plan Investments, Faith Focused Investing, Faith Based Investing
fiath focused investing

The Funds

The funds in our Faith Focused program are carefully screened for performance as well as for their adherence to biblical values. Some of the key fund families the strategy draws from are:

Parnassus Funds
Working under the motto, “Principles and Performance”, the Parnassus Funds are driven by the investment philosophy to “invest in businesses that have sustainable competitive advantages, increasingly relevant products, quality management teams and ethical business practices.”

Steward Mutual Funds
The Steward Mutual Funds are a faith-based family of funds, screened based on “biblical principles” and aimed at investments which are “consistent with a Christian lifestyle.” The goal of these funds is to “provide investors with competitive returns, without compromising their personal convictions.”
The Timothy Plan
The Timothy Plan embraces a corporate philosophy based on the pillars of Faith, Service, Investment, Dedication, Attitude and Finance. Embracing what they refer to as, “socially responsible investing,” the Timothy Plan selects securities using “screens that relate to the hearts and minds of many conservative Judeo-Christian beliefs and concerns.”

The Ave Maria Funds
The Ave Maria Funds are “managed with the philosophy that investors shouldn’t have to sacrifice financial performance for their pro-life and pro-family beliefs.” When selecting their investments, the Ave Maria Funds apply a “moral screening process”.

flexible plan investmentsThis website is provided for information purposes only and should not be used or construed as an indicator of future performance, an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. Flexible Plan Investments, Ltd. cannot guarantee the suitability or potential value of any particular investment. The maximum investment advisory fee is 2.6% annually, dependent upon assets under management, and is deducted quarterly. The maximum establishment fee is 1.2%. Read Flexible Plan Investments' Brochure Form ADV Part II carefully before investing. Flexible Plan Investments, Ltd. makes no representation regarding the tax consequences of payment to the selected charity. Flexible does not render or offer to render tax, legal or accounting advice. No Client should act or refrain from acting on the basis of any content included herein without seeking the appropriate financial or other professional advice.

PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. Inherent in any investment is the potential for loss as well as profit.
A list of all recommendations made within the immediately preceding twelve months is available upon written request.

Flexible Plan Investments, Ltd. ● 3883 Telegraph Rd., Suite 100 ● Bloomfield Hills, MI 48302
Ph: 248.642.6640 ● Outside Metro-Detroit: 800.347.3539 ● Fax: 248.642.6741 • www.flexibleplan.com