Investment Policy

Perspective Wealth Partners develops a written Investment Policy Statement (IPS) for each client. The IPS is informed by the client’s financial plan and emotional tolerance for risk. It serves as the foundational roadmap for the investment portfolio. Developing and consistently adhering to an investment policy allows clients to focus on the long term goals of their financial plan, rather than become caught up in the short term movements of the equity markets.

Investment Policy Statements are updated and revised as warranted by changes in a client’s situation or investment goals.