FPI's Principled Investing Give Back program helps investors donate to 124 organizations

• Flexible Plan Investments (FPI) reaffirms its commitment to principled investing with significant distributions through its QFC For A Better World, QFC Faith Focused Investing, and QFC Common Ground strategies.
• Celebrating over a decade of philanthropy, FPI's Principled Investing Give Back program continues to donate 10% of FPI's management fees for these strategies to clients' chosen charities.

BLOOMFIELD HILLS, Mich. - Michimich -- Flexible Plan Investments Ltd. (FPI), a leading provider of dynamically risk-managed investment solutions for the separately managed account business, 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 religious or socially responsible organizations the clients designate. This year's beneficiaries included 75 religious organizations and 49 socially responsible organizations.

FPI began offering principled-investing strategies—dynamically risk-managed investments aligned with specific religious or social values—in 1998. Since then, the popularity of principled investing has continued to grow. Today, FPI's line of principled-investing strategies includes the socially responsible investing strategy QFC For A Better World; the faith-based strategy QFC Faith Focused Investing; and the QFC Common Ground strategy, a risk-managed investment solution that selects equities based on both socially and biblically responsible criteria.

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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 organization of their choice. The program has distributed charitable payments every year since its inception.

"As we announce our 2023 distributions for the Principled Investing Give Back program, we're filled with gratitude. We are proud to provide our clients with another way to invest in the organizations and causes they believe in. We created our principled-investing strategies to help meet that growing demand without sacrificing risk management or performance. This year, we've helped our clients support 75 religious and 49 socially responsible organizations, demonstrating the powerful synergy of principled investing and charitable giving. Our clients' choices illuminate diverse passions and commitments, and it's our honor to amplify their impact. These distributions are not just financial; they represent hope, support, and a shared vision for a better world," says Jerry Wagner, president and founder of Flexible Plan Investments.

To learn more, visit www.flexibleplan.com/principled-investing.

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About Flexible Plan Investments Ltd.:

Established in 1981, Flexible Plan Investments Ltd. (FPI) invests over $1.5 billion in assets for clients in its separately managed account business (as of 6/30/23). 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 flexibleplan.com.

PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. Inherent in any investment is the potential for loss as well as the potential for gain. A list of all recommendations made within the immediately preceding year is available upon written request. Please read Flexible Plan Investments' Brochure Form ADV Part 2A and Form CRS carefully before investing.

Melissa Karas
Chief Marketing Officer

Source: Flexible Plan Investments, Ltd.
Filed Under: Financial

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