Investors support 143 charities through Flexible Plan Investments' Principled Investing Give Back program
Flexible Plan's Principled Investing strategies are For A Better World and Faith Focused Investing. Each year FPI donates 10% of its investment management fees from these strategies to charitable organizations. Clients choose the recipients of the donations attributable to their account. The 2020 Principled Investing Give Back payments went to 83 different religious and 60 socially responsible charities.
FPI began offering principled-investing strategies, investments aligned with specific religious or social values, in 1998. These strategies include the socially responsible investing strategy For A Better World and the faith-based strategy Faith Focused Investing. Since then, the popularity of principled investing has continued to grow.
In 2011, FPI added a new dimension to its principled-investing offerings by introducing the Principled Investing Give Back program. The program allows clients invested in FPI's principled-investing strategies to designate 10 percent of the net advisory fees FPI collects for these strategies to a socially responsible charity or religious institution of their choice.
With the Principled Investing Give Back program, clients choose dynamic, risk-managed strategies with assets designed to support their investment goals and values, and a portion of their fees help them "pay it forward" to the charitable organizations of their choice. Since its inception, the program has distributed charitable payments every year.
"This year, more than ever, people are looking for ways to make a positive impact. We are honored that so many investors are using our Principled Investing Give Back program as a way to support organizations that they believe will make the world a better place. What our clients accomplish through this program every year is something we are very proud to be a part of," says Jerry Wagner, president and founder of Flexible Plan Investments.
To learn more, visit www.flexibleplan.com/
About Flexible Plan Investments, Ltd.:
Established in 1981, Flexible Plan Investments, Ltd., invests nearly $1.5 billion in assets for clients in its separately managed account business (as of 9/30/2020). FPI is dedicated to preserving and growing wealth through dynamic risk management. FPI is a turnkey asset management program (TAMP), which means advisers can access and combine many risk-managed strategies within a single account. FPI's fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt and alternative asset classes on an array of different platforms. FPI also offers an OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. For more information, visit www.flexibleplan.com.
Chief Marketing Officer