Flexible Plan Investments, Faith Focused Investing, Faith Based Investing

Why Faith Focused?

After extensive research, we’ve discovered a selection of mutual funds designed to invest in companies whose products and services align with traditional Christian values. These funds screen out companies that are involved in activities deemed counter to Christian teachings, such as gambling, alcohol, and anti-family entertainment.

While the number of Christian-based mutual funds has been growing, to date, the only methodology offered to manage the buy-and-hold investment risk incumbent in them has been diversification. Faith Focused Investing, in addition to diversification, uses a disciplined approach to actively select and monitor the funds within the program’s portfolios.

Flexible Plan monitors the performance of the available funds on an ongoing basis. We screen and rotate the funds in each client’s portfolio, as deemed necessary, to keep them invested in those qualifying funds with the leading performance, while avoiding laggards that can erode portfolio success.
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