Investment Policy Statement Development
Would you ever try to build a new house or remodel your current home without a detailed set of plans? Like most of our clients, your home is probably a substantial asset, but your investment portfolio and retirement accounts are worth a lot more (or will be, as you near retirement age). Your largest asset deserves the same attention to planning an design as your home.
Budros, Ruhlin & Roe, Inc. created
The Portfolio Design BlueprintTM to manage each client's investment process, by:
- Setting Objectives that will achieve the client's goals
- Defining the Asset Allocation Policy that will meet those objectives
- Establishing Procedures for Evaluating and Monitoring whether the objectives are being achieved