What is this?

An Investment Policy Statement (IPS) can be a legal document presented to your investment advisors to create a relationship of understanding on the parameters your investment portfolio will maintain.

This document outlines the “comfort zone” of an investor in a multitude of areas within the confines of portfolio construction.

How does it help me?

An IPS provides a level of accountability with your investment advisors.  Due to the recent economic developments as well as current litigations the fiduciary responsibility an investment advisor has to their clients has grown dramatically.  An IPS helps navigate the intricate world of finance so clients can stay within the realm of realistic expectations. 

Who do I contact for questions?

For more information on using the Pry Advisory Group Financial Planning Services to efficiently work toward your personal goals and objectives, contact us at 419-423-4481 or email us at info@PryGroup.com.

What do I need to bring?

Clients typically bring their most recent investment statements for review and a copy of their most recent financial plan.