IPS

[WillyR]

HAs anyone seen any really good Investment Policy Statement templates recently? I'm trying to build one with a high net worth look and feel to it. The one CFAI provides in their notes is just not up to par.

Willy

 

[EmoGeek]

Willy,

What's your email address?

 

[JackA]

Willy, if you find one, I'd like to see a copy too.

 

[The.Unit.Root]

Not sure if you're looking for your firm or not but IPS AdvisorPro does a great job

 

[WillyR]

It's [email protected]. If you can, send it over. I'd love to see it.

AdvisorPro? Is that a website TheUR?

Willy

 

[WillyR]

Whoa...this AdvisorPro thing is neat.

Thanks TUR!

Willy