Investment Policy Statement (IPS)

Predicting the Future

No one can predict accurately what will happen in the future, other than to say that we should expect the unexpected. Events like political unrest, natural disasters, recessions, inflation, and corporate scandals happening all over the world can and will affect your portfolio. We help clients create an IPS and rely on it to ride out those periods of unrest.

investment strategy

Goals & Objectives

The IPS outlines general investment goals and objectives, and describes an asset allocation designed to meet those goals. We consider your risk tolerance, liquidity requirements, and retirement needs, as well as your estate plan.

A Plan for Times of Turmoil

The main reason for developing a longterm investment strategy is to protect your portfolio from ad-hoc revisions during times of market turmoil and assure that your investments stay true to your long-term goals.