Flexible Plan Investments, Faith Focused Investing, Faith Based Investing

The Methodology

  • Faith Focused Investing applies the same management techniques employed in our successful socially-responsible investment strategy, “For a Better World”. “For a Better World” has delivered returns which beat the S&P 500 after maximum fees, with risk substantially below that index since 1998.

  • Flexible Plan utilizes short-term price trends to systematically rank the available Christian-based mutual funds, seeking to keep the portfolios invested in the market leaders, while avoiding those lagging behind.

  • Each portfolio is drawn from two distinct fund universes – one populated with qualifying equity mutual funds, and the other exclusively holding income funds. Each of the five Faith Focused suitability-based profiles uses a predetermined percentage of income and equity funds in its portfolio, seeking to achieve the appropriate risk level associated with each client’s profile.

  • Each investor’s account is maintained in their own name at an independent trust company custodian. These heavily-regulated institutions provide third-party verification and accounting of all client transactions, providing separate reporting to each account holder. In addition, every quarter, Flexible Plan provides each client with a personalized and indepth OnTarget account statement. This report tracks each client's progress toward their personal investment goals.

  • Available on Flexible Plan’s popular Strategic Solutions platform, Faith Focused Investing can be combined with up to seven other strategies to provide optimal strategic diversification in the client’s portfolio. The minimum amount for investment in the Faith Focused Investing solution is $5,000.

  • To set up Faith Focused Investing for clients, financial advisors can access all required paperwork on our website at www.flexibleplan.com.
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