Investors Trust believes each client has unique preferences and needs from their investment portfolio. This is why the cornerstone of our wealth management approach is to define with our clients their specific investment goals and to document them into an Investment Policy Statement that is aligned with their objectives. We can not underestimate the importance of a well thought-out investment policy for it will detail exactly how their portfolio will be managed, and the methods to be used to achieve their rate of return requirement at the level of risk the client expects and understands. Investment policy is a dynamic document. Policy should be reviewed at least annually and revised as objectives, needs, and circumstances change. Certainly, policy is flexible enough to implement short-term investment strategies consistent with one’s objectives in light of changing capital market conditions.
Investment policy will incorporate specific guidelines along with the overall investment objective. For example, clients may wish for their portfolio to be invested with social conscience and may restrict or emphasize certain types of investments. There may exist other unique preferences, and it is incumbent upon us to document these in the policy statement to ensure the portfolio is always compliant with these requests.
Our investment policy statements will incorporate the following:
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