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Newsletter – November 2022

See What’s New in the WealthCAP HUB®

Businessman standing at his office desk pointing to a document

Creating an Investment Policy Statement

The purpose of an investment policy statement is to identify and memorialize your financial goals and investment objectives, while documenting the roles and responsibilities of all parties involved in the various aspects of management, including board members, investment committee, investment managers and custodian. We have identified key areas of consideration when creating your IPS.
Investment management. Portfolio diversification.

Value Of Diversification

Two of the key areas we identify as necessary components of an Investment Policy Statement are Overall Investment Objectives and Risk Management, which are key to portfolio construction and management. Understanding the value of diversification as it relates to these two areas will provide a framework for establishing criteria's for all parties and clearly define the goals and objectives.
Family meeting in cafe

Family Meeting - Effective Meetings

Meetings can be useful or useless – how effective are your family meetings? For multigenerational wealth, formal family meetings are vital for long term strategic planning. Understand the elements and details required to ensure your meetings are effective and actionable.