In 1998, long before Vice President Al Gore’s “An Inconvenient Truth” hit the theaters and “going green” suddenly became a hot topic across the country, Flexible Plan Investments launched a select investment strategy known as For A Better World.
This actively-managed solution sought to be more selective and expose investors to funds that invest in ecologically/socially-conscious companies, and avoid those that invest in alcohol, tobacco or gambling.
Over a decade later, For A Better World has demonstrated the performance potential of socially-responsible investing by not only returning 70% more (after maximum fees) than the S&P 500 index, but doing so with 40% less risk since its inception in 1998. For the past 14 years, For A Better World clients have demonstrated that you can invest in a socially responsible manner and still out-perform the market.
A message from the President's desk.
About Flexible Plan Investments Ltd.
This actively-managed solution sought to be more selective and expose investors to funds that invest in ecologically/socially-conscious companies, and avoid those that invest in alcohol, tobacco or gambling.
Over a decade later, For A Better World has demonstrated the performance potential of socially-responsible investing by not only returning 70% more (after maximum fees) than the S&P 500 index, but doing so with 40% less risk since its inception in 1998. For the past 14 years, For A Better World clients have demonstrated that you can invest in a socially responsible manner and still out-perform the market.
A message from the President's desk.
About Flexible Plan Investments Ltd.
This website 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. The maximum investment advisory fee is 2.6% annually, dependent upon assets under management, and is deducted quarterly. The maximum establishment fee is 1.2%. Read Flexible Plan Investments' Brochure Form ADV Part 2A carefully before investing. Flexible Plan Investments, Ltd. makes no representation regarding the tax consequences of payment
to the selected charity. Flexible does not render or offer to render tax, legal or accounting advice. No Client should act or refrain from acting on the basis of any content included herein without seeking the appropriate financial or other professional advice.
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.
Flexible Plan Investments, Ltd. ● 3883 Telegraph Rd., Suite 100 ● Bloomfield Hills, MI 48302
Ph: 248.642.6640 ● Outside Metro-Detroit: 800.347.3539 ● Fax: 248.642.6741 • www.flexibleplan.com