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Investment Policy Statement

Do you have an Investment Policy Statement? Do you know what one is?

Investing is not easy. It takes careful planning and calculating. The most successful investors utilize a blueprint, also known as an Investment Policy Statement – a set of guidelines for making investment decisions, with checks and balances to monitor progress. You can work with us to develop your own personal Investment Policy Statement. Learn how we can help you manage your investment portfolio and get you where you want to be.

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Please refer to our transcription below if it is easier and/or more convenient for you:

Every investment involves both risk and reward. Despite fancy calculations and theories, there are few guarantees.

Fortune 500 companies, large institutions and the ultra-wealthy face the same risks as you when they invest. How do they manage their portfolios? They have a blueprint, a set of guidelines for making investment decisions with checks and balances to monitor their progress. This blueprint is called an investment policy statement.

There was a time when these policy statements were created only for the ultra-wealthy investors but guess what? If it works for them, it can work for you.

Work with us to create your own investment policy statement. If you use multiple advisors, designate a primary advisor who can see all your relationships and all your holdings. Use the new technology that can help you avoid conflicting investments in your portfolios that could create asset allocation or tax inefficiencies.

The big picture is a key to the successful management of your overall plan. When you collaborate with us to manage your investment policy statement, you’re on your way to accomplishing your life’s financial goals. That’s exactly where you want to be.

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