Investing with a purpose

Living Christian values through Faith Focused Investing

Faith Focused Investing

An increasing number of Christians are now seeking to align their investments with their faith. To answer this call, Flexible Plan Investments (FPI) developed QFC Faith Focused Investing, designed to offer actively managed, faith-focused portfolios.

In addition to asset-class diversification, QFC Faith Focused Investing uses a disciplined and tested approach that aims to keep portfolios invested in the qualifying stocks with the leading performance, while seeking to avoid laggards that can erode portfolio returns.

QFC Faith Focused Investing is available in five suitability-based profiles. Each profile uses a predetermined percentage of equity, income, gold, and money-market funds in its portfolio, seeking to achieve the appropriate risk level associated with each client’s level of risk tolerance and investment time horizon.

Investment universe

The underlying Morningstar 5-star-rated-equity fund* used in the QFC Faith Focused Investing strategy starts with a universe of faith-based stocks drawn from the S&P 1500 Index. This universe is selected based on a screening by the eVALUEator service, which avoids companies involved in activities deemed counter to Christian teachings, such as gambling and alcohol production.

*Quantified Common Ground was rated against the following numbers of U.S. Mid-Cap Blend Funds over the following time periods: 370 funds overall and 370 funds in the last three years. With respect to these Mid-Cap Blend Funds, the Quantified Common Ground Fund received a 5-star rating overall and 5 stars for three years.


Give 10% of our fees to charity

Flexible Plan's Give Back Program

This strategy allows investors to give back 10% of our net advisory fees collected for these strategies to a client-designated church, religious institution, or socially responsible charity.

Download QFC Faith Focused Investing Brochure