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

The Portfolios

Based upon their responses to the Flexible Plan Suitability Questionnaire, which seeks to reflect each client’s level of risk tolerance and investment time horizon, clients may invest in one of the five following model portfolios:

Conservative: for investors evidencing short-time horizons and/or our lowest level of risk.

Moderate: for clients who believe that they can take on additional risk, while maintaining a larger portion of their portfolio in bonds, rather than stocks.

Balanced: designed for investors seeking to overweight a balanced portfolio with stocks over bonds.

Growth: for longer-term investors whose questionnaire answers indicate a higher tolerance for risk and equity exposure in pursuit of portfolio growth.

Aggressive: exclusively for investors whose suitability questionnaire responses indicate our highest level of risk tolerance and equity exposure, together with a longer time horizon.

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