Your Investment Policy Statement

Your Investment Policy Statement (IPS) is crucial to your investment success.  It is your personal blueprint that outlines how we will build and maintain your investments. 

Kenneth E. Boone Advisory Services  will construct an IPS that is specifically designed for you, based on your goals, your level of risk and your short-term and long-term objectives.

Benefits of an Investment Policy Statement

Your personalized IPS will outline:
1. Your Objectives

2. Your Investment Risks

3. Your Model Portfolio’s expected range of returns

4. Your Portfolio Allocations

5. The Investment Methodology used

6. Your Invest Policy Statement in action:
a.Investment Asset Class Strategy
b.Investment Implementation
c.Rebalancing

7. Your Asset Class Parameters

8. Your Asset Class Correlations:
a.Dissimilar price movement for each asset class

9. Your Asset Class Groups

10. The Historical Asset Class (Index) Return information

11. The Historical Return Information

12. Your Portfolio Risk Return Analysis

Here's a question to ask yourself:

If you do not have an IPS with your current Advisor, how do they know where you are going and how you expect them to manage your money?
PO Box 1283 Manteca, CA  95336    Phone: 209.239.0283   Fax: 209.239.0417  
Email: marcy@kenboone.com