Investment Policy Statement Generator
By Equifund
Why do most investors get tricked by “get rich quick” claims, suckered into bad deals, and wind up taking big risks for little (or no) rewards?
…Or worse, wind up working with a so-called “financial advisor” who they think have their best interests at heart… but really, are thinking about their fees first and their client’s goals second?
It all has to do with this one thing every professional investor DOES have that amateur investors DO NOT.
It’s called an Investment Policy Statement.
Statistically speaking, the more opportunities one is able to review, the more likely one is to find an investment suitable to one’s goals.
With this in mind, it would make logical sense to review as many investment opportunities as possible, and use an organized process to help us quickly determine which opportunities…
■ DO NOT fit our current investment goals, and can be discarded immediately. The faster you can determine this, the better.
■ DO fit our current investment goals, and should be considered as a potential candidate.
To this end, it means we must first define our investment goals, as well as which types of investments we are willing to consider.
And that’s what an Investment Policy Statement does.
The more clearly defined this document is, the easier it becomes to find good opportunities worth consideration (and the faster it becomes to eliminate bad ones).
Also, if you make this information available to other people, they will know what types of opportunities to send your way.
Statistically speaking, the more opportunities one is able to review, the more likely one is to find an investment suitable to one’s goals.
With this in mind, it would make logical sense to review as many investment opportunities as possible, and use an organized process to help us quickly determine which opportunities…
■ DO NOT fit our current investment goals, and can be discarded immediately. The faster you can determine this, the better.
■ DO fit our current investment goals, and should be considered as a potential candidate.
To this end, it means we must first define our investment goals, as well as which types of investments we are willing to consider.
And that’s what an Investment Policy Statement does.
The more clearly defined this document is, the easier it becomes to find good opportunities worth consideration (and the faster it becomes to eliminate bad ones).
Also, if you make this information available to other people, they will know what types of opportunities to send your way.
To create your Investment Policy Statement, click the button below to get started…
