Creating an Investment Policy Statement
Boone, Norman M,Lubitz, Linda S
ISBN 10: 0975344803 ISBN 13: 9780975344804
Published by Advisorpress, 2004
New
paperback
From
Cycle Books LA, South el monte, CA, U.S.A.
Seller rating 5 out of 5 stars
AbeBooks Seller since October 3, 2025
This specific item is no longer available.
About this Item
Description:
Spend Less, Read More. Seller Inventory # 5FHZ5N0001SA
Synopsis:
What is an Investment Policy Statement? The IPS provides the foundation for all future investment decisions to be made by an investor.It serves as a guidepost, identifying goals, creating a system and discipline for a decisions. A client said,"Once the trustees adopted the Investment Policy Statement, we found that we were making our decisions in a deliberate fashion, rather than in the "heat of battle."Since we'd already thought about how things would get done under a variety of circumstances, we no longer found ourselves getting emotional. Planning ahead makes it easier for all of us when the investment markets get turbulent." If you are an investment advisor, financial planner, stock broker, insurance agent, CPA or attorney advising your clients about their money, this innovative book will be a key tool for working with clients.
"About this title" may belong to another edition of this title.
Bibliographic Details
Title: Creating an Investment Policy Statement
Publisher: Advisorpress
Publication Date: 2004
Binding: paperback
Condition: New
Top Search Results from the AbeBooks Marketplace
Stock Image
Creating an Investment Policy Statement
Seller: HPB-Ruby, Dallas, TX, U.S.A.
Seller rating 5 out of 5 stars
Paperback. Condition: Very Good. Connecting readers with great books since 1972! Used books may not include companion materials, and may have some shelf wear or limited writing. We ship orders daily and Customer Service is our top priority! Seller Inventory # S_447218039
Stock Image
Creating an Investment Policy Statement
Seller: HPB-Red, Dallas, TX, U.S.A.
Seller rating 5 out of 5 stars
Paperback. Condition: Good. Connecting readers with great books since 1972! Used textbooks may not include companion materials such as access codes, etc. May have some wear or writing/highlighting. We ship orders daily and Customer Service is our top priority! Seller Inventory # S_444891127
Stock Image
Creating an Investment Policy Statement
Seller: World of Books (was SecondSale), Montgomery, IL, U.S.A.
Seller rating 5 out of 5 stars
Condition: Acceptable. Item in acceptable condition! Textbooks may not include supplemental items i.e. CDs, access codes etc. Seller Inventory # 00101192632
Stock Image
Creating an Investment Policy Statement
Seller: ThriftBooks-Phoenix, Phoenix, AZ, U.S.A.
Seller rating 5 out of 5 stars
Paperback. Condition: Very Good. No Jacket. May have limited writing in cover pages. Pages are unmarked. ~ ThriftBooks: Read More, Spend Less. Seller Inventory # G0975344803I4N00
Stock Image
Creating an Investment Policy Statement
Seller: ThriftBooks-Atlanta, AUSTELL, GA, U.S.A.
Seller rating 5 out of 5 stars
Paperback. Condition: Very Good. No Jacket. May have limited writing in cover pages. Pages are unmarked. ~ ThriftBooks: Read More, Spend Less. Seller Inventory # G0975344803I4N00
Stock Image
Creating an Investment Policy Statement : Guidelines and Templates
Seller: Better World Books: West, Reno, NV, U.S.A.
Seller rating 5 out of 5 stars
Condition: Very Good. Pages intact with possible writing/highlighting. Binding strong with minor wear. Dust jackets/supplements may not be included. Stock photo provided. Product includes identifying sticker. Better World Books: Buy Books. Do Good. Seller Inventory # 12590278-6
Stock Image
Creating an Investment Policy Statement : Guidelines and Templates
Seller: Better World Books, Mishawaka, IN, U.S.A.
Seller rating 5 out of 5 stars
Condition: Good. Pages intact with minimal writing/highlighting. The binding may be loose and creased. Dust jackets/supplements are not included. Stock photo provided. Product includes identifying sticker. Better World Books: Buy Books. Do Good. Seller Inventory # 6032640-6
Stock Image
Creating an Investment Policy Statement : Guidelines and Templates
Seller: Better World Books, Mishawaka, IN, U.S.A.
Seller rating 5 out of 5 stars
Condition: Very Good. Pages intact with possible writing/highlighting. Binding strong with minor wear. Dust jackets/supplements may not be included. Stock photo provided. Product includes identifying sticker. Better World Books: Buy Books. Do Good. Seller Inventory # 12590278-6
Stock Image
Creating an Investment Policy Statement
Seller: GoldBooks, Denver, CO, U.S.A.
Seller rating 5 out of 5 stars
Paperback. Condition: new. New Copy. Customer Service Guaranteed. Seller Inventory # 5K44_66_0975344803
Seller Image
Creating An Investment Policy Statement
Seller: GreatBookPrices, Columbia, MD, U.S.A.
Seller rating 5 out of 5 stars
Condition: New. Seller Inventory # 2603061-n