Investment Policy Statement (IPS)

An Investment Policy Statement (IPS) is a personalized document that outlines how your investments should be managed. It sets clear goals, such as desired returns and risk levels, and specifies guidelines on asset allocation, diversification, and monitoring. The IPS helps ensure your investments align with your financial objectives, time horizon, and risk tolerance. It also provides a framework for decision-making and accountability, guiding advisors and yourself to stay on track. Overall, the IPS is a strategic plan that helps manage investments responsibly and systematically to achieve your financial goals.