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.

FOR A
Better World

All-Terrain

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:

• All-Weather Static
• All-Weather Dynamic (available in leveraged and unleveraged)
• Trivantage (available in leveraged and unleveraged)
• Brighter Beta