Linda Lubitz Boone, CFP®, Founder, President and Chief Compliance Officer of The Lubitz Financial Group and Founder of IPS AdvisorPro.
Done right, the investment policy statement can be the central piece around which the advisor-client relationship revolves. It is a record of the agreements between you and your client about how their money is going to be managed. It is your game plan for ensuring investment decisions are made consistently and in the best interests of the client. It is also a communication vehicle, engaging your clients in their investments and the process that you follow in managing their money. In this session, we will look at what comprises an effective investment policy statement and how it benefits both you, the advisor, and your clients.
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