Your Individual
Investment Policy Statement

 

Providing investment counsel to individuals requires addressing a variety of priorities and concerns in addition to addressing the absolute bottom line of investment performance. The investment strategy must be considered in the context of the client’s overall financial plan, short-and long-term objectives, risk tolerance, and preferences. The potential complexity associated with taking all the these factors into account in an investment strategy requires a disciplined approach.

The investment policy statement (IPS) serves as a strategic guide to the planning and implementation of an investment program. When implemented successfully, the IPS anticipates issues related to governance of the investment program, planning for appropriate asset allocation, implementing  an investment program with internal and/or external managers, monitoring the results, risk management, and appropriate reporting. The IPS also establishes accountability for the various entities that may work on behalf of an investor. Perhaps most importantly, the IPS serves as a policy guide that can offer an objective course of action to be followed during periods of market disruption when emotional or instinctive responses might otherwise motivate less prudent actions.

 

 

OVERVIEW

Parker Logan Advisors strives for absolute client satisfaction. Our existence is predicated on sound financial and investment advisory. We are your trusted ally with only your interests in mind.

ADVISORY SERVICES

Invest with Confidence

Sometimes you need a 2nd Opinion

PORTFOLIO MANAGEMENT

Tailored Portfolios

Personalized Investments