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Firm history

Firm history. Contracts with approximately 600 financial firms Focuses on preserving and growing capital through a robust active management approach combined with risk management Provides strategic diversification within a single client account at a low account minimum.

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Firm history

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  1. Firm history • Contracts with approximately 600 financial firms • Focuses on preserving and growing capital through a robust active management approach combined with risk management • Provides strategic diversification withina single client account at a low account minimum • Early pioneers of active investment management and founding member of NAAIM National Association of Active Investment Managers • Sets investor expectations with OnTarget Investing then manages and monitors those expectations

  2. Faith Based investing is a personal choice, a conscious decision to maintain continuity between what we believe and how we invest our money.

  3. The facts • Religious funds total more than $31 billion in assets • In the last decade alone, the number of faith-based mutual funds has tripled to more than 90 funds • The Bible mentions money over 2,000 times • Clients are increasingly drawn to faith-based investing as a way to express their Christian values and beliefs

  4. $5,000 Minimum account size • No-load mutual funds • Invest in companies with Christian values • Portfolio risk management

  5. faithfocusedinvesting.com faithfocusedinvesting.com Fund families include: • The Timothy Plan • Ave Maria Funds • New Covenant • The Steward Funds • …and more For Investment Professionals Only

  6. Active, momentum-based management • Extensive fund universe includes money market (cash) • Quantitative and time-tested methodology • Under performing funds get weeded out • Enrollment in OnTarget reporting and monitoring

  7. Monthly reallocation plus weekly monitoring of the methodology • Five suitability-based profiles • 24-7 account balance client access • Accounts custodied at TCA, an independent, third-party custodian

  8. Faith Focused Investing Faith-based funds Buy and hold approach Unresponsive to market environment • Active management approach • Concerned with return and risk

  9. What’s Faith Based Investing? • The screening criteria • Developing the strategy with Flexible Plan • Talking to clients and potential investors • Giving back Wealth stewardship “Moreover it is required by stewards that one be found faithful.” — 1 Corinthians 4:2 NKJV

  10. Approaching prospective clients

  11. Marketing Faith Focused Investing to clients • Questionnaires about investments • Seminars • Contact local ministries

  12. Pay it forward • Twist on Tithing programs – Help clients invest well and make a difference • Flexible Plan will pay out 10% of its net advisory fees in client’s name, or anonymously • Client must fill out the designation form • Church or religious organization of choice will receive annual payment • Client must be enrolled in the strategy at time of payout

  13. Getting started in the right direction

  14. Marketing materials

  15. Connect with us 800-347-3539 flexibleplan.com sales@flexibleplan.com linkedin.com/company/flexible-plan-investments-ltd./ LINKEDIN http://www.youtube.com/user/PrincipledInvesting YOUTUBE

  16. This presentation 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. Information and data set forth herein has been obtained from sources believed to be reliable, but that cannot be guaranteed. Before investing, please read and understand Flexible Plan Investments, Ltd. ADV Part 2A and Part 2A Appendix 1. 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.

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