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Description
Creating an Investment Policy StatementWhat is an Investment Policy Statement? The IPS provides the foundation for all future investment decisions to be made by an investor. It serves as a guidepost, identifying goals, creating a system and discipline for a decisions. A client said, Once the trustees adopted the Investment Policy Statement, we found that we were making our decisions in a deliberate fashion, rather than in the heat of battle. Since we'd already thought about how things
What is an Investment Policy Statement? The IPS provides the foundation for all future investment decisions to be made by an investor.It serves as a guidepost, identifying goals, creating a system and discipline for a decisions. A client said, Once the trustees adopted the Investment Policy Statement, we found that we were making our decisions in a deliberate fashion, rather than in the heat of battle.Since we'd already thought about how things would get done under a variety of circumstances, we no longer found ourselves getting emotional. Planning ahead makes it easier for all of us when the investment markets get turbulent. If you are an investment advisor, financial planner, stock broker, insurance agent, CPA or attorney advising your clients about their money, this innovative book will be a key tool for working with clientsBinding Type: Paperback
Publisher: Advisorpress
Published: 05/01/2004
ISBN: 9780975344804
Pages: 352
Weight: 1.33lbs
Size: 9.14h x 7.48w x 0.78d
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Product Reviews
★★★★★ 5
GREAT JEWELRY BOX
Color: Beige
Great size jewelry box. Looks very nice
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on May 5, 2026
★★★★★ 5
Very Nice
Color: Pink
Ohh my gosh how this Jewelry box fit all the jewelry I had on my counter. It was very well organized for every little sort of jewelry I had..I believe this is the great organizer
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Reviewed in the United States on April 16, 2026
★★★★★ 3
Broken door hinge
Color: Black, Color: Black
Really cute with lots of storage, but the door came off the first time I opened it, and the dividers in the drawers catch when you open them.
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Reviewed in the United States on February 23, 2026
★★★★★ 5
Nightstand Organizer
Color: Single layer-Brown
Besides being well-made and of quality material, this organizer can be multipurposed and can be used by women or men. It’s beautiful. This is a gift for my son!
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Reviewed in the United States on January 6, 2026
★★★★★ 5
Winner!
Color: Single layer-Brown
Wonderful, looks great, well made, and keeps everything tidy as intended. 👍
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Reviewed in the United States on November 12, 2025