For A Better World
for a better world

About the Strategy

Although a number of socially and environmentally responsible mutual funds are available in today’s market, diversification among them has been the only strategy offered by them so far to mitigate risk. For investors who saw the downside of using diversification as the sole risk management tool in the market crash of 2007-8, For A Better World is your answer. It adds weekly monitoring,active management, and reallocation as additional tools.

This actively-managed investment strategy uses a disciplined approach to aggressively select and monitor the equity and fixed income funds within the program’s portfolios.

Monitoring the performance of the available funds on an ongoing basis, Flexible Plan regularly screens and rotates the funds in each client’s portfolio to keep them invested in the qualifying funds with the leading performance, while avoiding laggards that can erode portfolio success.

For GIPS-compliant performance reports of the For A Better World strategy, please contact the Flexible Plan Investments Sales Department by sending an email to sales@flexibleplan.com by or calling 800.347.3539, ext. 2.
flexible plan investmentsThis 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