Investment Policy Statement
Your Investment Policy Statement guides us in making appropriate investment decisions on your behalf.
Your Investment Policy Statement, created specifically for you, takes into account your return expectations, income requirements, risk tolerance, time horizon and unique preferences.
It also helps us make investment decisions that minimize the impact of taxes. Based on all these factors, we recommend an ideal asset allocation model for your portfolio.
How your portfolio is divided among the three main asset classes – cash, fixed-income and equities – is the most important factor in determining the balance between managing risk and providing higher returns.
While subject to modification and review based on changing circumstances, your Investment Policy Statement is a road map to wealth creation success.