Transcription of Investment Policy Statement
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Investment Policy Statement
Sample Individual Client432 Elm StChicago IL 60630 Investment Policy StatementPrepared for:Prepared on: February 04, 2013 Executive SummaryClient Name: Sample Individual ClientClient Type: Individual InvestorClient Subtype: Taxable PortfolioType of Policy : IndividualState of Domicile: ILTax Id: 142123121 Current Assets: $2,100,000 Modeled Return: Loss Limit (Worst case scenario): This Investment Policy Statement should be reviewed by an attorney knowledgeable in this specific area of the law. Any change to this Policy should be communicated in writing and on a timely basis to all interested parties. If any term or condition of this Investment Policy Statement conflicts with any trust and/or plan document, the document shall control, as long as such term or condition is consistent with the purpose of this Investment Policy Statement (IPS) is to assist the Client in effectively supervising, monitoring and evaluating the Client's Investment Portfolio (Portfolio).
risk tolerances of the IPS, the ability to withstand short and intermediate term variability were considered. A 1-yr loss limit of -9.0% has been calculated for the portfolio. Statistically speaking, there is a 2.5% chance that the 1-year return will actually be lower than -9.0%.
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