Frequently Asked Questions
Question: What is an investment policy statement?
Answer:
An investment policy statement (IPS) describes the investment philosophies and investment management procedures to be utilized when providing investment advisory services. The principal reason for having an investment policy statement and for putting it in writing is to enable you to protect your portfolio from ad hoc revisions of a sound long-term approach. Without an investment policy statement, in times of market turmoil, investors are often inclined to make impromptu and emotional investment decisions that are inconsistent with prudent investment management principles. Your investment policy statement is intended to provide a well thought out framework from which sound investment decisions can be made.
Questions
Return to Frequently Asked Questions
Disclosure Statement: The contents of this website are for informational purposes only and are not a solicitation to either buy or sell securities. No new account will be accepted unless and until all local regulations have been satisfied. The material presented on this website is from sources believed to be reliable, but it's content is not guaranteed and may be subject to change at any time. Please read our privacy policy prior to leaving this site. Northwest Advisory Group, Inc. does not offer guaranteed rate programs. Investing in financial markets involve the risk of losing principal. Northwest Advisory Group, Inc. does not manage bank guarantee or FDIC accounts. All visitors to this website should note that past performance is not necessarily indicative of future results.