Tag: Co-mingled trusts

New CLE on The Investment Policy Statement (IPS) for Attorneys & Fiduciaries

The Investment Policy Statement (IPS) An investment policy statement (IPS) is a document drafted between a portfolio manager and a client that outlines general rules for the manager. The IPS provides the general investment goals & objectives of a client and describes the strategies that the manager should employ to meet these objectives The IPS: An Important Part of the Estate Planning…