Investment Policy Statements

The Investment Policy Statement (IPS) is a written plan that we create together, to help guide your long-term investment goals. We tailor our Investment Policy Statements to each individual client. We will establish your time horizon, investment objectives, and specific income requirements that fit your unique lifestyle. We will design an asset mix that is adjusted for tax considerations, acceptable risk, liquidity requirements and constraints while achieving your required return.

The IPS is a living document that is revisited at each review meeting to ensure it is still valid and current.

Each individual’s unique lifestyle has a direct impact on the construction of his or her ideal portfolio. We don’t believe in a one-size-fits-all approach. Our clients have accumulated significant amounts of wealth and they require and deserve a highly personalized and individual portfolio that takes into account their specific goals and needs.