At the heart of Mersberger Financial Group’s Institutional wealth management services are tailor-made Investment Policy Statements built to address each client’s unique needs, objectives, and investment preferences.
The Investment Policy Statement (IPS) outlines the expectations of all parties involved in the management of the portfolio including the board of directors overseeing the portfolio, the investment adviser managing the portfolio, and the organization’s management team. Additionally, the Investment Policy Statement will outline the risk and return objectives of the portfolio, as well as any specific investment constraints unique to each individual organization.
Typical objectives addressed in the IPS include:
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