Investment Policy Statement
The IPS is an extremely powerful tool. For both individuals and organizations the IPS provides you with a rock solid plan for achieving your goals. Individuals may choose to use the IPS with their current relationship or to help choose a new relationship. Organizations find the IPS useful in keeping the goals of the organization centered and on track regardless of board turnover or market events. We believe everyone should have an investment policy statement. Once we complete an initial discovery interview and risk tolerance questionnaire we will provide you with a comprehensive statement outlining your financial personality, appropriate investment strategies, liquidity requirements and asset allocation.