For Immediate Release:
Melissa Karas, Marketing Director
Flexible Plan Investments, Ltd.
(800) 347-3539, ext. 173
Flexible Plan’s Principled Investing Give Back Program pays out to nearly 80 institutions
Bloomfield Hills, MI – October 29, 2012 – Flexible Plan Investments, Ltd., a leading provider of active investment management solutions with more than a billion dollars in assets under management, is excited to announce that the first Principled Investing Give Back payments have been made to 70 religious organizations elected through Faith Focused Investing and 8 charities elected through For A Better World on behalf of clients invested in these strategies..
“We’ve offered principled investing options for more than a decade and have been delighted with the results. Our recent addition of the Give Back program has enhanced the offering and made it very special,” explains 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 us to pay out, in the investor's name or anonymously, 10% of our net advisory fees collected to a client-designated charity, church or religious institution..
Principled investing, also known as socially responsible investing, has become an increasingly popular investment option. Flexible Plan, with its Principled Investing management strategies, adds 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 Faith Focused Investing or For a Better World Investing..
About Flexible Plan Investments, Ltd.:
Established in 1981, Flexible Plan Investments, Ltd. is a leading provider of investment risk management services. As a founding member of the National Association of Active Investment Managers (NAAIM), Flexible Plan Investments 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 diversified investment products, cutting-edge technology and support services.
This release 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. The S&P 500 is referenced for comparison purposes only. Investors cannot invest in an index. Risk is defined as volatility, as measured by standard deviation of weekly returns. Flexible Plan Investments, Ltd. cannot guarantee the suitability or future value of any particular investment. The maximum investment advisory fee is 2.6% annually, dependent upon assets under management, and is prorated and deducted quarterly. The maximum Establishment Fee that may be applicable is 1.2%. Accounts below $25,000 may instead be subject to a Small Account Setup fee. Read Flexible Plan Investments’ Brochure Form ADV Part 2 carefully before investing..
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.