Investment Policy Statement

The Investment Policy Statement (IPS) is an integral part of the investment management process.  The IPS is essentially a blueprint that we develop for how we intend to manage your investment portfolio.  The IPS is developed only after careful consideration of your:

  • Investment Goals & Objectives
  • Tax Implications
  • Liquidity and Cash Flow Needs
  • Legal Constraints
  • Personal Risk Preferences
  • When completed, the IPS will include:

A summary of your Investment Objectives and Constraints

  • Your Risk-Return Profile
  • A Recommended Investment Portfolio Allocation
  • The Investment Policy Statement itself
  • Individual Investment Recommendations
  • The Tax Implications of the Recommended Investments (if any)