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How to Write an Investment Policy Statement

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Author: Jack Gardner

Publisher: Marketplace Books

Year Printed: 2003

Edition: First

Printing: First

Condition: Good

eBook: Google eBook

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Pages: 87

Height: 8.5 inches

Width: 5.5 inches

Notes: Endorsed by the Foundation of Fiduciary Studies, this concise guide provides a rigorous framework and the expert insight, information and guidance you need to guarantee that your IPS is in complete compliance with all ERISA-directed requirements.
  • Provides a step-by-step plan for creating a uniform IPS that every advisor in the office can follow
  • Defines the duties and responsibilities of all parties involved, while clarifying diversification guidelines and providing methods for keeping costs under control
  • Packed with ready-to-use templates, sample forms, letters and other documents, diagrams and other valuable tools, including sample Policy Statement downloadable at the companion website
  • Designed to get you quickly up to speed on what you need to know to confidently serve your clients with the highest standards of care and protection

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