E169: What is an Investment Policy Statement?
January 25, 2023
So how necessary is an Investment Policy Statement? While it’s not mission-critical, it does provide a valuable framework that can make larger impacts as time goes on. In serving the purpose of creating guidelines for both you and your financial advisor for investing, I would not underestimate the value it can have.
What is an Investment Policy Statement?
[Prefer to read? You can find an article version of this episode here: What is an Investment Policy Statement?]
So how necessary is an Investment Policy Statement? While it’s not mission-critical, it does provide a valuable framework that can make larger impacts as time goes on. In serving the purpose of creating guidelines for both you and your financial advisor for investing, I would not underestimate the value it can have.
Intro/outtro music credit: eccentric - I Can Show You [Argofox Release] by Argofox