The investment philosophy statement, or IPS, delves into substantially more detail on our investing approach and our strategic portfolio management process.
Clearly articulating your critical factors and your recommendations for achieving your financial goals in an investment plan and policy statement has several important benefits:
It helps provide long-term discipline to your investment decision-making. A well-conceived plan helps assure that rational analysis is the basis for your investment decisions, making you less likely to act on emotional responses to short-term or one-time events.
It encourages your effective communication. Because it clarifies both the issues that are most important to you and the investment approach and strategy that will be used, it minimizes any misunderstandings that may arise.
It allows both client and advisor to accurately review your critical factors as they may change over time. Such evaluations may indicate that corresponding changes to your investment plan are called for.
We offer a complimentary "Get Acquainted" meeting to learn about your goals and see if our services are right for you. Come in for a cup of coffee and a second opinion – both are free.
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WellAcre Global Wealth Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where WellAcre Global Wealth Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by WellAcre Global Wealth Advisors unless a client service agreement is in place.