Creating an Investment Policy Statement

Boone, Norman M.; Lubitz, Linda S.

ISBN 10: 0975344803 / ISBN 13: 9780975344804

Verlag: Advisorpress, 2004

May have limited writing in cover pages. Pages are unmarked. ~ ThriftBooks: Read More, Spend Less. Bestandsnummer des Verkäufers G0975344803I4N00

Inhaltsangabe:

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.

Bibliografische Details

Titel: Creating an Investment Policy Statement
Verlag: Advisorpress
Erscheinungsdatum: 2004
Einband: Paperback
Zustand: Very Good
Zustand des Schutzumschlags: No Jacket