We are honored to be recognized for supporting the success of financial advisors
Flexible Plan Investments is excited to have two strategies nominated as finalists for the WealthManagement.com 2016 Industry Awards:
Best Asset Managers – Alternatives:
Our ALL-TERRAIN platform of strategies
Best Socially Responsible Investing Strategy:
FOR A BETTER WORLD
The WealthManagement.com Industry Awards recognize companies and organizations that support financial advisor success. Flexible Plan Investments was one of 122 finalists selected from 400 nominations by a group of industry judges based on criteria such as adoption, scope, scale, advisor survey scores, innovation, and creativity.
ABOUT THE FINALISTS
Flexible Plan’s For A Better World strategy provides a great investing option for the ever-increasing number of clients interested in socially responsible investing.
Developed in 1998—long before “green investing” was a global hot topic—For A Better World uses funds designed to invest exclusively in socially responsible companies while seeking to deliver superior risk-adjusted returns.
For A Better World investors also have an opportunity to give back by donating 10% of the net advisory fee we collect for this strategy to one of several preselected charities.
Just like all-terrain vehicles take you through a rough landscape, our All-Terrain strategies are designed to smooth the investment road for clients—regardless of the market environment.
All-Terrain strategies seek to provide true diversification with asset classes that gain value over the long term—but at different times and under different market conditions.
Our All-Terrain strategies include:
Contact us today
If you are interested in learning more about For A Better World or the All-Terrain strategies—or about what Flexible Plan can do for you—complete the form below or call us at 800-347-3539, ext. 2.
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.