WHITE PAPER

Buy and Hold Versus Active Management

When running the market gauntlet, there are two choices

Recently I came to the realization that from my clients’ point of view, there are at least two choices of buy and hold strategies. The first we call Buy and Hope investing—acquiring a portfolio of stocks, bonds or mutual funds and then passively holding on to them through all the vicissitudes of the market. The other is committing to an actively managed account run by a professional advisor. Both require a long-term commitment to work. Let’s see how they differ to help you determine: “Which type of Buy and Hold investor would you rather be?”

Download our white paper to learn more about buy and hope versus active management.

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.

There is no guarantee that any investment strategy will generate a profit or prevent a loss. There is no guarantee the Gold Bullion Strategy Fund or Gold Bullion Strategy Portfolio (VIT) will achieve its objective.

The principal risks of investing in The Gold Bullion Strategy Fund are detailed in the prospectus and include risks of the Sub-advisor’s Investment Strategy, Risks of Aggressive Investment Techniques, High Portfolio Turnover, Risk of Investing in Derivatives, Risks of Investing in ETFs, Risks of Investing in Other Investment Companies, Leverage Risk, Taxation Risk, Concentration Risk, Gold Risk, Wholly-owned Corporation Risk, Risk of Non-Diversification and interest rate risk. “Gold Risk” includes volatility, price fluctuations over short periods, risks associated with global monetary, economic, social and political conditions and developments, currency devaluation and revaluation and restrictions, trading and transactional restrictions.

An investor should consider the investment objectives, risks, charges and expenses of each The Gold Bullion Strategy Fund before investing. This and other information can be found in the Funds’ prospectus, which can be obtained by calling 1-855-647-8268. The prospectus should be read carefully prior to investing in The Gold Bullion Strategy Fund.

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