To successfully create and protect your wealth, you need a solid investment foundation. We begin by creating a document called the Investment Policy Statement (IPS).

The Investment policy statement is your Investment Plan that outlines the strategies the investment team will employ to create your Efficient Frontier and manage your investments.

The IPS summarizes your need for:

  • Income
  • Time horizon
  • Liquidity requirements
  • Growth expectations
  • Income tax characteristics
  • Anticipated changes in lifestyle
  • Economic variables such as inflation and market volatility 

Proceed to Step 7:  Implementation of Your Wealth Plan