- 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 for these strategies to charitable organizations through its Principled Investing Give Back program, which is now celebrating its 10th anniversary.
- Depending on the client’s chosen principled-investing strategy, the donations are made to either religious or socially responsible organizations.
- Clients choose the specific recipients of the donations attributable to their account.
- The 2021 Principled Investing Give Back payments went to 51 religious organizations and 59 socially responsible charities.
Flexible Plan Investments, Ltd., (FPI) is a leading provider of dynamic, risk-managed investment solutions for the separately managed account business. Today FPI announced the details of the annual distribution of its Principled Investing Give Back payments. These payments are made on behalf of clients invested in FPI’s principled-investing strategies to charitable organizations the clients designate. This year’s beneficiaries included 51 religious organizations and 59 socially responsible charities.
FPI began offering principled-investing strategies—dynamic, risk-managed 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% of the net advisory fees FPI collects for these strategies to a socially responsible charity or religious institution of their choice. The program, which celebrates its 10th anniversary this year, has distributed charitable payments every year since its inception.
“Each year more people become interested in finding ways to invest in causes and organizations that they believe in. We created our principled-investing strategies in an effort to meet that growing demand without sacrificing risk management or performance. We are excited that so many investors are using these strategies and our Principled Investing Give Back program as a way to make a positive impact and support the change they want to see in the world. It’s amazing what our clients accomplish through this program every year, and we are very proud to be a part of it,” says Jerry Wagner, president and founder of Flexible Plan Investments.
To learn more, visit www.flexibleplan.com/principled-investing.
About Flexible Plan Investments, Ltd.:
Established in 1981, Flexible Plan Investments, Ltd., invests over $2 billion in assets for clients in its separately managed account business (as of 11/30/2021). 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.
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