Principled Investing Give Back Program delivers 20% increase
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Melissa Karas, Marketing Director
Flexible Plan Investments, Ltd.
(800) 347-3539, ext. 173

Flexible Plan’s Principled Investing Give Back Program delivers 20% increase

Bloomfield Hills, MI – December 30, 2013 – Flexible Plan Investments, Ltd., a leading provider of active investment management solutions, has announced that the second distribution of Principled Investing Give Back payments have been made to 86 religious organizations elected through Faith Focused Investing and 10 charities elected through For A Better World on behalf of clients invested in these strategies. This is more than a 20% increase in organizations from the first year.

“It is gratifying to not only create investment programs that invest in mutual funds that promote faith-based and sustainable investments, but also be able to give back a portion of our fees to organizations that embody these principles,” says Jerry Wagner, president and founder of Flexible Plan Investments.

Launched in 2011 and with its second year of distributions, 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.

Principled investing, also known as socially responsible investing, has become an increasingly popular investment option. Flexible Plan, with its Principled Investing management strategies – For A Better World and Faith Focused Investing – 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.

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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.

FPI 35th Anniversary

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...