Investment Policy Statement: What To Know

Investment Policy Statement - Free Sample Template

I love talking about investment policy statements because they serve as a rulebook or guidebook for investing.

Investment policy statements (IPS) are not meant only for pensions funds, clients who work with advisors, and other large institutions. They are meant for individual investors, too.

The key is to create an investment policy statement that is easy to follow and provides guardrails to help get you through tough investing times.