Faith Focused Investing Tool Kit

Download our Faith Focused Investing Tool Kit. It includes strategy details and information you can use to gain and educate clients interested in faith-based investing, such as:

 

• The benefits of faith-based investing.

 

• How our Faith Focused Investing strategy takes a faith-first approach by investing in funds that promote Christian-based values.

 

• How Flexible Plan’s dynamic risk management helps this strategy seek superior risk-adjusted returns and respond to market changes.

 

• How our donation program offers investors in this strategy another way to give back—and information on the impact our program has made this year.

 

• How advisors successfully sell faith-based investments.

 

• 10 marketing tips advisors use to gain faith-based clients.