Charitable distributions for Flexible Plan Investments’ Principled Investing Give Back program reach new highs
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Contact:
Melissa Karas, Marketing Director
Flexible Plan Investments, Ltd.
(800) 347-3539, ext. 173
mkaras@flexibleplan.com
www.flexibleplan.com

Charitable distributions for Flexible Plan Investments’ Principled Investing Give Back program reach new highs


Release Summary:
  • Flexible Plan’s Principled Investing Strategies are For a Better World and Faith Focused Investing.
  • Each year FPI donates 10% of its investment management fees to charitable organizations.
  • The donations are made to religious/socially responsible organizations.
  • Each client chooses the recipients of the donations attributable to their account.
  • The 2018 Principled Investing Give Back payments went to 119 different religious and 8 socially responsible charities.
Bloomfield Hills, MI - Dec. 12, 2018 - Flexible Plan Investments, Ltd., (FPI) is a leading provider of dynamic, risk-managed investment solutions for the separately managed account business. Today it announced the details of its annual distribution of its Principled Investing Give Back payments. These payments are made on behalf of Principled Investing clients to recipients designated by them. This year’s beneficiaries included 119 religious organizations and 8 socially responsible charities.

FPI began offering principled-investing strategies, investments aligned with specific religious or social values, in 1998. These strategies include the socially responsible investing strategy For A Better World and the faith-based strategy Faith Focused Investing. Since then, the popularity of principled investing has continued to grow.

In 2011, FPI added a new dimension to its principled-investing offerings by introducing the Principled Investing Give Back program. The program allows clients invested in FPI’s principled-investing strategies to designate 10 percent of the net advisory fees FPI collects for these strategies to a socially responsible charity or religious institution of their choice.

With the Principled Investing Give Back program, clients choose dynamic, risk-managed strategies with assets designed to support their investment goals and values, while helping them “pay it forward.” Since its inception, the program has continued to increase charitable payment distributions every year. This year distributions are up more than 20 percent.

“We’re very proud of what our clients have accomplished through our Give Back program this year. It’s clear from the continued growth of distributions that our clients are increasingly interested in using their investment dollars in ways they believe will make the world a better place. We created our Give Back program to help them do that,” says Jerry Wagner, president and founder of Flexible Plan Investments.

To learn more, visit www.faithfocusedinvesting.com and www.forabetterworld-investing.com


About Flexible Plan Investments, Ltd.:

Established in 1981, Flexible Plan Investments, Ltd., invests nearly $2 billion in assets for clients in its separately managed account business (as of 9/30/18). FPI is dedicated to preserving and growing wealth through dynamic risk management. FPI is a turnkey asset management program (TAMP), which means advisors can access and combine many risk-managed strategies within a single account. FPI’s fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt and alternative asset classes on an array of different platforms. FPI also offers an OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. For more information, visit flexibleplan.com.

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Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. We are a turnkey asset management program (TAMP), which means advisors can access and combine our many risk-managed strategies within a single account. Our fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. We also offer advisors our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. Read More...