Kentucky Trust Company
Farmer & Betts, Inc.
Plumbers Local Union No. 1 Benefit Funds
RTD Financial Advisors
Loren D. Stark Company
Hochheiser Deutsch & Co, Inc.
EPIC Retirement Plan Services
Pension Rights Center
Retirement Industry Trust Association (RITA)
Retirement Plan Consultants
Nicholas Pension Consultants
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|An IPS Is About Policy|
Sept. 7, 2015
"One way to think about this is: the [investment policy statement (IPS)] is largely about 'how' and 'why' and not about 'what.' What specific choices you are going to make about what goes into a client's portfolio and what will not be included will inevitably change. You don't want to have change the IPS every time that happens. The IPS should be broader and have longer term applicability."
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