Investment Policy Development

Investment Policy Development

We work with the client's specific needs to form a unique design for successful investing by gathering the organization's goals and guidelines, and then formalizing and documenting the investment plan. 

  • An Investment Policy Statement is:
    • The foundation for the management of investment funds
    • The basis for future performance evaluations
    • Defining Return objectives and risk tolerance levels
    • Outlines what is expected of the investment manager(s)
    • Defines prohibited transactions

Examples of Investment Policy Statements

  • Reserve Fund Investment Policy
  • 401(k) Investment Policy
  • Defined Benefit Investment Policy
  • Charitable Fund Investment Policy