Local investment advisors in Queens, Brooklyn & Staten Island. Providing investment advisory services to 100 Clients & 2,858 Queens Investment advisors at LPS Financial.
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INVESTMENT POLICY STATEMENT
Setting up an Investment Policy Statement is one of the most crucial steps taken when a client joins us at LPS. The Investment Policy Statement defines the client’s general investment goals, risk tolerance, and objectives. We refuse to settle for the generic “cookie cutter” approach.The Investment Policy Statement outlines the financial strategy that will be the guide to help us create the client’s custom tailored portfolio.
Although created once, the IPS is not a static statement. Through constant communication with our clients, we continuously update and refine each client’s risks and objectives.A properly constructed Investment Policy Statement provides support for following a well-conceived, long-term investment plan, rather than one that is based on false overconfidence or panic in reaction to short-term market fluctuations.