Creating an Investment Policy Statement

Boone, Norman M,Lubitz, Linda S

ISBN 10: 0975344803 ISBN 13: 9780975344804

Editorial: Advisorpress, 2004

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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.

Rese�a 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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Detalles bibliogr�ficos

T�tulo: Creating an Investment Policy Statement
Editorial: Advisorpress
A�o de publicaci�n: 2004
Encuadernaci�n: paperback
Condici�n: New

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Creating an Investment Policy Statement

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Creating an Investment Policy Statement

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Creating an Investment Policy Statement

Boone, Norman M

Publicado por Advisorpress, 2004

ISBN 10: 0975344803 ISBN 13: 9780975344804

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Creating an Investment Policy Statement

Boone, Norman M.; Lubitz, Linda S.

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Creating an Investment Policy Statement

Boone, Norman M.; Lubitz, Linda S.

Publicado por Advisorpress, 2004

ISBN 10: 0975344803 ISBN 13: 9780975344804

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Creating an Investment Policy Statement : Guidelines and Templates

Lubitz, Linda, Boone, Norman

Publicado por FPA Press, 2004

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Creating an Investment Policy Statement : Guidelines and Templates

Lubitz, Linda, Boone, Norman

Publicado por FPA Press, 2004

ISBN 10: 0975344803 ISBN 13: 9780975344804

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Condici�n: Good. Pages intact with minimal writing/highlighting. The binding may be loose and creased. Dust jackets/supplements are not included. Stock photo provided. Product includes identifying sticker. Better World Books: Buy Books. Do Good. N� de ref. del art�culo: 6032640-6

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