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Sinopsis
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.
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Reseña del editor
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
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Creating an Investment Policy Statement
Publicado por
Advisorpress, 2004
ISBN 10: 0975344803
ISBN 13: 9780975344804
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Librería: Goodwill Books, Hillsboro, OR, Estados Unidos de America
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Condición: acceptable. Fairly worn, but readable and intact. If applicable: Dust jacket, disc or access code may not be included. Nº de ref. del artículo: GICWV.0975344803.A
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Creating an Investment Policy Statement
Publicado por
Advisorpress, 2004
ISBN 10: 0975344803
ISBN 13: 9780975344804
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Librería: ThriftBooks-Dallas, Dallas, TX, Estados Unidos de America
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Paperback. Condición: Good. No Jacket. Pages can have notes/highlighting. Spine may show signs of wear. ~ ThriftBooks: Read More, Spend Less. Nº de ref. del artículo: G0975344803I3N00
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Creating an Investment Policy Statement
Publicado por
Advisorpress, 2004
ISBN 10: 0975344803
ISBN 13: 9780975344804
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Paperback
Librería: ThriftBooks-Atlanta, AUSTELL, GA, Estados Unidos de America
Calificación del vendedor: 5 de 5 estrellas
Paperback. Condición: Good. No Jacket. Pages can have notes/highlighting. Spine may show signs of wear. ~ ThriftBooks: Read More, Spend Less. Nº de ref. del artículo: G0975344803I3N00
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Creating an Investment Policy Statement
Publicado por
Advisorpress, 2004
ISBN 10: 0975344803
ISBN 13: 9780975344804
Antiguo o usado
Paperback
Librería: ThriftBooks-Atlanta, AUSTELL, GA, Estados Unidos de America
Calificación del vendedor: 5 de 5 estrellas
Paperback. Condición: Very Good. No Jacket. May have limited writing in cover pages. Pages are unmarked. ~ ThriftBooks: Read More, Spend Less. Nº de ref. del artículo: G0975344803I4N00
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Creating an Investment Policy Statement
Publicado por
Advisorpress, 2004
ISBN 10: 0975344803
ISBN 13: 9780975344804
Antiguo o usado
Paperback
Librería: World of Books (was SecondSale), Montgomery, IL, Estados Unidos de America
Calificación del vendedor: 5 de 5 estrellas
Paperback. Condición: Fair. 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. Nº de ref. del artículo: 00101192632
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Imagen de archivo
Creating an Investment Policy Statement
Publicado por
Advisorpress, 2004
ISBN 10: 0975344803
ISBN 13: 9780975344804
Antiguo o usado
Paperback
Librería: World of Books (was SecondSale), Montgomery, IL, Estados Unidos de America
Calificación del vendedor: 5 de 5 estrellas
Paperback. Condición: Good. 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. Nº de ref. del artículo: 00105495933
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Creating an Investment Policy Statement
Publicado por
Advisorpress, 2004
ISBN 10: 0975344803
ISBN 13: 9780975344804
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Librería: HPB-Red, Dallas, TX, Estados Unidos de America
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Paperback. Condición: Good. Connecting readers with great books since 1972! Used textbooks may not include companion materials such as access codes, etc. May have some wear or writing/highlighting. We ship orders daily and Customer Service is our top priority! Nº de ref. del artículo: S_444891127
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Imagen de archivo
Creating an Investment Policy Statement
Publicado por
Advisorpress, 2004
ISBN 10: 0975344803
ISBN 13: 9780975344804
Antiguo o usado
Paperback
Librería: World of Books Inc, Montgomery, IL, Estados Unidos de America
Calificación del vendedor: 4 de 5 estrellas
Paperback. Condición: Fair. 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. Nº de ref. del artículo: CIN0975344803A
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Imagen de archivo
Creating an Investment Policy Statement
Publicado por
Advisorpress, 2004
ISBN 10: 0975344803
ISBN 13: 9780975344804
Antiguo o usado
Paperback
Librería: World of Books Inc, Montgomery, IL, Estados Unidos de America
Calificación del vendedor: 4 de 5 estrellas
Paperback. Condición: Good. 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. Nº de ref. del artículo: CIN0975344803G
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Creating an Investment Policy Statement : Guidelines and Templates
Publicado por
FPA Press, 2004
ISBN 10: 0975344803
ISBN 13: 9780975344804
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Librería: Better World Books, Mishawaka, IN, Estados Unidos de America
Calificación del vendedor: 5 de 5 estrellas
Condición: Very Good. Pages intact with possible writing/highlighting. Binding strong with minor wear. Dust jackets/supplements may not be included. Stock photo provided. Product includes identifying sticker. Better World Books: Buy Books. Do Good. Nº de ref. del artículo: 12590278-6
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