Elements of an Investment Policy Statement for Individual Investors
Submitted by Epoch Wealth Management on November 8th, 2016
| Your financial advisor puts careful thought and consideration into your Investment Policy Statement, as it dictates your investment strategy from implementation to future review and maintenance. Would you like to learn more about the components of this document? Take a look at this helpful white paper provided by the CFA Institute.
http://www.cfapubs.org/doi/pdf/10.2469/ccb.v2010.n12.1 | 