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.