Why every investor should have an Investment Policy Statement

Do you have an Investment Policy Statement?  If not, then you should.  An Investment Policy Statement will define your tolerance for market risk as well as the rate of return you should receive for that relative market risk.

Where you one of the investors who lost 50% during the Internet bubble of 2000-2002?   And then experienced similar or greater losses during the Financial crisis of 2007-2009.

Please watch the following video to better understand how an Investment Policy Statement will help you define for your advisor how to protect your life savings from excessive market risk and losses.

At Leonard Financial Group, we help you answer these difficult questions to ensure your family is protected. Please feel free to call our office (321) 259-6239 for a complementary planning consultation.  

Leonard Financial may utilize third-party websites, including social media websites, blogs and other interactive content. Leonard Financial considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, Leonard Financial generally retains copies of information that Leonard Financial or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of Leonard Financial or the securities regulators.

Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Leonard Financial’s advisory persons after entering into an advisory agreement and provided Leonard Financial with all requested background and account information.

If you have any questions regarding our policies, please Contact Us.