For Immediate Release:
Melissa Karas, Marketing Director
Flexible Plan Investments, Ltd.
(800) 347-3539, ext. 173
Flexible Plan’s Principled Investing gives back to over 100 organizations on behalf of its clients
Bloomfield Hills, MI – January 23, 2015 – Flexible Plan Investments, Ltd. (FPI), a leading provider of active investment management solutions, has announced that the annual distribution of its Principled Investing Give Back payments. Payments have been made to 100 religious organizations elected through the faith-based investment strategy Faith Focused Investing and 9 charities elected through the socially responsible investment strategy For A Better World on behalf of clients invested in these strategies.
“Putting one’s ‘money where their mouth is’ is a precept underlying Principled Investing. As an advisor who offers both faith-based and socially responsible separately managed accounts, we wanted to emulate our clients and offer the Give Back program,” says Jerry Wagner, president and founder of Flexible Plan Investments.
Launched in 2011, Flexible Plan’s Principled Investing Give Back program provides clients who invest in either strategy the option to direct FPI to pay out, in the investor's name or anonymously, 10% of its net advisory fees collected to a client-designated charity, church, or religious institution. With its third year of distributions, the program has continued to increase payment distributions—this year by over 10%.
Principled Investing has become an increasingly popular investment option. Flexible Plan, with its Principled Investing management strategies – For A Better World and Faith Focused Investing – added a new dimension by introducing the “pay it forward” concept and give back program. Clients can use active management to seek to achieve their investment goals without compromising their principles while giving back to the organization of their choosing.
To learn more, interested parties can visit www.faithfocusedinvesting.com or www.forabetterworld-investing.com.
About Flexible Plan Investments, Ltd.:
Established in 1981, Flexible Plan Investments, Ltd. invests over $2 billion in assets for clients in its separately managed account business (as of 12/31/14). As a founding member of the National Association of Active Investment Managers (NAAIM), Flexible Plan, a turnkey asset management program (TAMP) provider, is one of the trade association’s largest and oldest active money managers. The company’s mission is to provide investors with competitive returns, while reducing risk through the use of dynamic risk management, strategic diversification, and cutting-edge technology and support services. For more information, visit portal.flexibleplan.com.