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Empowered Investor: A Guide to Building Better
Portfolios by Keith Matthews
Price $15.95>> 
 Create
an Investment Policy Statement
Your Personal Road Map to Discipline, Structure and Success
In the previous chapters, we touched on several principles for
creating the optimum investment conditions for you and your
family. Bringing them all together increases the odds that your
investment experience will be a positive and successful one.
An investment policy statement (IPS) is a document that you and/or
your advisor create(s) to help keep you on track. It can be viewed
as your personal road map to long-term investment planning. This
document is a key supporting tool that can help bring clarity, vision
and discipline to your investment plan.
To understand the importance of the IPS, its purpose and how it
fits into your investment experience, we should take a moment and
review the key principles to building better portfolios and better
investors discussed to date.
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