Policy Statements
An Investment Policy Statement is a governing document created after a detailed discussion with you.
It sets out guidelines for your investment portfolio, such as:
- Asset Allocation Guidelines
- Income or Liquidity Needs
- Time Horizon
- Tax Considerations
- Reporting and Review standards
These guidelines are used to monitor the portfolio on an ongoing basis, establishing discipline.
This rigor can make the difference between successful and unsuccessful investing.
Speak to an Advisor for more information
