Flexible Plan Investments, Faith Focused Investing, Faith Based Investing

A Message From the President's Desk:


jerry wagner"So whether you eat or drink or whatever you do, do it all for the glory of God."
– 1 Corinthians 10:31


As President of Flexible Plan Investments, it gives me great pleasure to announce the official launch of our Faith Focused Investing strategy. Although many of our Advisors and their clients have wanted to demonstrate their religious faith through their investment choices, it was not until 2010 that we felt we had perfected the right approach. Working with Morris Vickers, a retired minister and an investment manager, we realized that combining our active, momentum-based investing methodology with carefully screened Christian-based funds would bring something special to investors who were looking for more than just financial returns.

Previously, the only risk management strategy that was available to Faith-based or Christian-based investors was diversification across mutual funds consistent with their beliefs. There were no active investment options among the fund providers and so clients were exposed to needless risk. By offering active investment management in concert with several key Christian equity and income mutual funds, we have built a service that seeks to better withstand market volatility, while simultaneously following key religious principles.

Just as it states in Ecclesiastes 3, there is "A time to get, and a time to lose; a time to keep and a time to cast away." We think that the same holds true in investing; that the markets call for the hands-on approach that is active investment management. We believe today's investors can benefit from our dynamic rotation style of investing, as opposed to a buy and hold, or "buy and hope" strategy that is blind to the market's dramatic peaks and valleys. Using our proprietary relative-strength methodology, we seek out the top-performing faith-based mutual funds and avoid the laggards.

And to prove our commitment to our Faith Focused investors interested in giving back to the community, Flexible Plan Investments provides the option of paying out 10% of our net advisory fees collected in a client's name to the church or religious organization of their choice. Refer to our page on giving back for more information about this special program unlike anything offered in the industry.

You may have already heard about the program through our press release, or through an Advisor who's familiar with our services, but if not, I want to welcome you to read about it online, view the site and request a brochure. If you are a Financial Advisor, I encourage you to learn more about this strategy and our other Flexible Plan managed account solutions by registering here.

If you are an individual investor, we thank you for your interest and invite you to call our sales department at 800-347-3539 ext. 2, or in Metro Detroit, the number is 248-642-6640. We would be happy to put you in touch with a financial advisor who can help guide you through the investment process.

Thank you again for your interest, and on behalf of the dedicated team at Flexible Plan, we look forward to working with you.

All the best,
Jerry C. Wagner, President
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.

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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