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What is an Investment Policy Statement (IPS)?

April 26, 2017Investment iPS policy

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What is an Investment Policy Statement (IPS)?

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An IPS is a document that establishes reasonable expectations, objectives and guidelines pertaining to the investments and management of your portfolio assets. The IPS provides both you and WCFS a very clear directive on how your account is to be managed. WCFS does not change the risk and return objectives of your IPS without first discussing the changes with you.