Investment Policy Statement: What is it and Do I Need One?

What’s in the eBook?

Determine Whether You Should You Have an Investment Policy Statement

Even if you are an individual investor, it is important to consider creating an Investment Policy Statement. What guard rails do you want to follow to get you where you need to be in retirement?

Obtain access to a Risk Evaluation Assessment

Within the eBook, discover our exclusive assessment for determining the current risk in your investment allocation. This will help you better understand and adjust your risk tolerance and investment goals to prepare you for retirement.

View a Free Sample Of An Investment Policy Statement

Included in the eBook is a FREE sample of an Investment Statement Policy that you may come across when trying to establish your investment guidelines.

Get This eBook FREE

About Peak Wealth Partners

At Peak Wealth Partners, we work with pre-and post-retirees and their families to establish and maintain a unique, customized retirement plan. Our commitment to you begins with the first meeting where we determine your goals and it continues as your life changes and together we make disciplined, educated decisions to keep your financial picture in focus. Our mission is to get to know and understand your needs, wants, and long-term goals.

We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

Check the background of your financial professional on FINRA’s BrokerCheck.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Gladstone Institutional Advisory, LLC, a registered investment adviser. Gladstone Institutional Advisory and Peak Wealth Partners are separate entities from LPL Financial.