For Immediate Release:
Melissa Karas, Marketing Director
Flexible Plan Investments, Ltd.
(800) 347-3539, ext. 173
Investors support 181 charities through Flexible Plan Investments’ Principled Investing Give Back program
- 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 2019 Principled Investing Give Back payments went to 116 different religious and 65 socially responsible charities.
Bloomfield Hills, MI – December 4, 2019 – 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 charitable organizations they designate. This year’s beneficiaries included 116 religious organizations and 65 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.
This is because passive core portfolios are built solely on the concept of diversification. Diversification seems to work best when markets are rising, yet that is when investors need its averaging influences the least. At the same time, when markets turn down, the diversification investors count on for protection can disappear as most assets decline together.
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.
“What our clients accomplish through our Give Back program continues to amaze us. Every year we see an increasing number of investors who are interested in using their investment dollars in ways they believe will make the world a better place. That is why we created our Give Back program, and we are delighted that our clients are making greater use of it each year to make a positive impact,” says Jerry Wagner, president and founder of Flexible Plan Investments.
To learn more, visit www.faithfocusedinvesting.com
About Flexible Plan Investments, Ltd.:
Established in 1981, Flexible Plan Investments, Ltd., invests approximately $1.5 billion in assets for clients in its separately managed account business (as of 6/30/19). FPI is dedicated to preserving and growing wealth through dynamic risk management. FPI is a turnkey asset management program (TAMP), which means advisers 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 many fintech tools, including its OnTarget Investing service, which helps set realistic, custom benchmarks for clients and regularly measure progress. For more information, visit flexibleplan.com.