SKU: 10884681218

Creating an Investment Policy Statement

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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 clients

Binding 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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SKU: 10884681218

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Dan Panetti
Natrona Heights, US
★★★★★ 5
Look and feel awesome!
Size: 11.5, Color: Optic White/Opti
These are awesome shoes - look great really, really white and clean! Love how comfortable they are - and soooo light. I was a little worried they'd get dirty easily, but I've been able to keep them clean. Fit as expected. If you're looking for a great, comfortable, and affordable shoe, check these out!
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Reviewed in the United States on December 4, 2025
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Jeremy P
Grantham, US
★★★★★ 5
Great shoe, comfort
Size: 11.5, Color: British Tan/Ivry
Love these shoes, they're super comfy. Laces stayed tied all day. I wear them in a business casual environment, or if I'm going out for a nice meal with my wife. They look good, the color is unassuming and neutral. they also elevate my height, I feel like it gives me an inch or so more versus regular shoes. This is my second pair!
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Reviewed in the United States on May 30, 2026
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marcial ciprian
Pawtucket, US
★★★★★ 5
Good shoes
Size: 7, Color: British Tan/Ivry, Size: 7, Color: British Tan/Ivry
Look very nice these shoes, speally to go out to dinner with the family, are really light weight, great quelith, and great softness
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Reviewed in the United States on April 8, 2026
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Orande Daring
Natrona Heights, US
★★★★★ 5
Nice Shoes
Size: 10.5, Color: British Tan/Ivry
Nice pair of shoes for my feet. Fits comfortably and nice cushion when walking. I would buy another pair.
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Reviewed in the United States on April 26, 2026
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MR. H.
Lowell, US
★★★★★ 5
Super comfortable!
Size: 9, Color: Navy Blazer/Ivor
Some of the most comfortable shoes that I've ever worn/walked in! Super light on my feet. Nice casual looking and comfortable shoe for a reasonable price. I already brought 3 pair.
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Reviewed in the United States on April 21, 2026

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