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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. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing.
Faith Focused Investing was created to offer actively managed, Christian-based portfolios to individuals, foundations, and organizations.
The strategy is designed to invest in the leading Christian-based funds while seeking to deliver superior risk-adjusted returns.
HOW IT WORKS
• Employs two fund universes—one populated with equity mutual funds and one with income funds. Regularly screens and rotates the funds.
• Seeks to keep the strategy invested in the leading Christian-based funds by using short-term price trends to rank the available funds weekly.
PAY IT FORWARD
Flexible Plan provides the option of paying out 10% of our net advisory fees collected, in an investor’s name or anonymously, to the church or religious institution of their choice. To qualify, the client must be enrolled in Faith Focused Investing at the time when Flexible Plan makes its annual payment.
GET THE TOOLKIT
800-347-3539