Investment Policy Development

We work with the client's specific needs to form a unique design for successful investing by gathering the organization's goals and guidelines, and then formalizing and documenting the investment plan. 

• An Investment Policy Statement is:
  • The foundation for the management of investment funds
  • The basis for future performance evaluations
  • Defining Return objectives and risk tolerance levels
  • Outlines what is expected of the investment manager(s)
  • Defines prohibited transactions

Examples of Investment Policy Statements

• Reserve Fund Investment Policy
• 401(k) Investment Policy
• Defined Benefit Investment Policy
• Charitable Fund Investment Policy