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Description
Creating an Investment Policy StatementWhat is an Investment Policy Statement? The IPS provides the foundation for all future investment decisions to be made by an investor. It serves as a guidepost, identifying goals, creating a system and discipline for a decisions. A client said, Once the trustees adopted the Investment Policy Statement, we found that we were making our decisions in a deliberate fashion, rather than in the heat of battle. Since we'd already thought about how things
What is an Investment Policy Statement? The IPS provides the foundation for all future investment decisions to be made by an investor.It serves as a guidepost, identifying goals, creating a system and discipline for a decisions. A client said, Once the trustees adopted the Investment Policy Statement, we found that we were making our decisions in a deliberate fashion, rather than in the heat of battle.Since we'd already thought about how things would get done under a variety of circumstances, we no longer found ourselves getting emotional. Planning ahead makes it easier for all of us when the investment markets get turbulent. If you are an investment advisor, financial planner, stock broker, insurance agent, CPA or attorney advising your clients about their money, this innovative book will be a key tool for working with clientsBinding Type: Paperback
Publisher: Advisorpress
Published: 05/01/2004
ISBN: 9780975344804
Pages: 352
Weight: 1.33lbs
Size: 9.14h x 7.48w x 0.78d
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4.0 ★★★★★
Based on 6 reviews
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Product Reviews
★★★★★ 5
Exceptional
Format: Hardcover
Exceptional
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Reviewed in the United States on March 28, 2025
★★★★★ 4
Very helpful
Format: Hardcover
Helpful as an adjunct to Bible reading. Would have given a 5 but print is small.
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Reviewed in the United States on February 4, 2024
★★★★★ 5
Zondervan pictorial bible dictionary
Format: Hardcover
This is a great book it open your mind anything in the ordinary bible you don't understand.it will teac you like for instance the 3 sons of ham I kinda knew that still. 1.japhet the white race according to what they say noahs first son. 2.shem the dusky race ppl like the asians any people like incertain part of the continent... 3.ham sons of the black/dark race ppl like in all of africa an around the continent cush the first sons nubians ethiopans even descendant from saudia arabia mesopotamia even unto is israel 2.mizriam ppl around northern africa egytians kemetites all over 3.put the 3 son of noah of a lot of family all of north africa even unto somalia.4.canaan located around gaza israel
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Reviewed in the United States on December 19, 2011
★★★★★ 5
Excellence 😃
Format: Hardcover
Amazing product and delivered on time and respectfully 🤓👍🏽
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Reviewed in the United States on July 12, 2024
★★★★★ 5
MUST HAVE REFERENCE BOOK
Format: Hardcover
This read is a must have for the passionate novice and serious historian!
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Reviewed in the United States on April 26, 2024