Investment Policy Statement

Well-defined goals. Clear expectations. Meet your IPS.

To help take your wealth where you want it to go, your plan has to be a reflection of your personal preferences and goals. So, right at the very beginning, we'll create an Investment Policy Statement (IPS) designed to serve as its guiding document – a roadmap for reaching the destination you have in mind, while attempting to avoid pitfalls along the way.

After listening carefully to you and learning all we can about your financial holdings and goals, we'll set about drafting your IPS, making sure it addresses:

• Your return objectives
• Your time horizon
• Your cash flow and liquidity needs
• Your long-term goals
• Your tolerance for risk
• Relevant legal and regulatory considerations

Your IPS establishes an enduring, agreed-upon standard against which we'll measure your plan's performance over the years ahead. It's a transparent document, with clearly stated goals. And as your needs and objectives evolve, we'll adjust it – making sure we're always on the same page when it comes to meeting your expectations.