Creating an Investment Policy Statement

By Norman M. Boone and Linda S. Lubitz

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.

• Format: Paperback
• Language: English
• ISBN: 0975344803
• ISBN13: 9780975344804
• Release Date: May 2004
• Publisher: Advisorpress
• Length: 352 Pages
• Weight: 1.41 lbs.
• Dimensions: 0.8" x 7.5" x 9.1"

Customer Reviews

Great resource!

I purchased this book for my business partner at the recommendation of a reliable friend. We are looking to bring our small investment advisory business to the next level by improving accountability and responsibility. He devoured the book over the weekend and was armed to implement change on Monday morning! We're still developing our policy statement, but plan to roll it out this summer.

Creating an Investment Policy Statement Review

The book was in great shape and I received it ahead of schedule... great service...