Help your Clients Align their Finances with their Faith

A faith-based strategy that lets your clients give back.

Faith Focused Investing takes a faith-first, risk-managed approach by investing in funds that promote Christian-based values while seeking superior growth.

Doing well while doing good: The Faith Focused Investing strategy offers a give-back program that allows investors to donate 10% of our net advisory fees collected for this strategy to the church or religious organization of their choice.

Faith Focused Toolkit

The kit includes strategy details and information you can use to educate and gain clients interested in faith-based investing.

Tool Kit Includes:

  1.   How the Faith Focused Investing strategy takes a faith-first approach by investing in funds that promote Christian-based values.
  2.   How dynamic risk management helps this strategy seek superior risk-adjusted returns and respond to market changes.
  3.   Offer investors a way to give back—and information on the impact the program has made this year.
  4.   How advisors successfully sell faith-based investments.
  5.   10 marketing tips advisors use to gain faith-based clients.

Honor the Lord from your wealth and from the first of all your produce; so your barns will be filled with plenty and your vats will overflow with new wine.

–Proverbs 3:9-10

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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.

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flexibleplan.com | 800-347-3539

DISCLOSURE — Flexible Plan Investments, Ltd. is a federally registered investment adviser. This is provided for information purposes only and should not be used or construed as an indicator of future performance, an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. Flexible Plan Investments, Ltd. cannot guarantee the suitability or potential value of any particular investment. Read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing. 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.

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.