TODAY’S TOPIC:  A Practical Guide to Comparing Different Investment Strategies – Part 3 

Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email)

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Here are the elements of an investment policy statement (“IPS”).  This should be the backbone of your investment strategy.

 Risk & Return Preferences
 Liquidity Needs
 Time Horizon
Other Constraints (Legal, Tax, etc.)

 

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Dominique Henderson, CFP® is founder of DJH Capital Management, LLC., a fee-only, registered investment advisory firm specializing in comprehensive financial planning and wealth management.

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