Blog — IPS RSS

People sit down together to do business and come to a handshake agreement. Then, as time passes, what was discussed, what was agreed to, is sometimes forgotten … or worse yet, remembered incorrectly. Everyone has experienced this. With your savings and your financial future in the balance, why would you take the chance of not...

For years, institutional investors and their advisers have created Investment Policy Statements, known in the industry as “the IPS.” It’s the document that governs the investment of money, reflects the intent of the investor, and outlines their long-term plan. It’s a road map to get everyone back on the same page when the inevitable detour,...