800-347-3539
IMPACT INVESTING
A disciplined approach to aggressively select and monitor socially and environmentally responsible funds with leading performance.
How the program works
Utilizes a disciplined approach to select and monitor the equity and fixed income funds within the program’s portfolios.
Offers 3 suitability profiles to meet client risk tolerances.
“Give back” program to pay out 10% of our net advisory fee, in the client’s name or anonymously, to one of several pre-selected charities.
Focuses on short-term price trend, correlation, and volatility over multiple time periods
to rand the available socially responsible mutual funds.
The universe includes funds from the following families:
Learn how to use socially
and environmentally responsible mutual funds
flexibleplan.com | 800-347-3539
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Inc. 5000
Fastest-growing
Private Company
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.