Episode 10: Investment Policy Statements

written by WWM | February 22, 2021

In episode 10 on the Wilson Wealth Management YouTube channel, we discuss the different components in many Investment Policy Statements.

What is an Investment Policy Statement (IPS)?

Why should investors create one?

What components typically make up an IPS?

How do the various components interrelate and build on each other?

What should you consider if deciding to use an IPS?

Why should your IPS be a “living” document?

How does putting your IPS in writing help enhance its quality?

If you would like to read more, please review my post, “Investment Policy Statement”.