Creators of IPS AdvisorPro®

Creating an Investment Policy Statement: Guidelines & Template

As working financial advisors and founders of their own practices, Norm Boone and Linda Lubitz Boone designed IPS AdvisorPro® to help advisors quickly and efficiently create and manage customized Investment Policy Statements for their clients. Norm and Linda are also the co-authors of Creating an Investment Policy Statement: Guidelines and Templates published by the FPA Press.

ipsnorm-boone

Norman Boone, MBA, CFP®

Email Email Norm
LinkedIn Norm’s LinkedIn
Facebook Norm’s Facebook

ipslinda-boone

Linda Lubitz Boone, CFP®

Email Email Linda
LinkedIn Linda’s LinkedIn
Facebook Linda’s Facebook

Norman M. Boone, MBA, CFP® is the founder and principal of Mosaic Financial Partners, Inc. in San Francisco. Worth Magazine has cited Norm as one of “America’s Best Financial Advisors” each year the list has been published since 1994. Medical Economics has regularly acknowledged him as one of the “Best Financial Advisors for Doctors” and Mutual Funds Magazine has named him one of the “100 Best Financial Planners.”
» Full Biography
Linda Lubitz Boone, CFP® is the founder of The Lubitz Financial Group in Miami, Florida. She provides fee based personal financial planning and investment advisory services for individuals and Pension Plan trustees. Linda has also been frequently named one of “America’s Best Financial Advisors” by Worth Magazine and also by Medical Economics magazine as a “Best Advisors for Doctors.”
» Full Biography

Professional Investment Policy Statements

Stop using those outdated word documents or other applications that don't reflect how YOU manage money and move up to IPS AdvisorPro® created by Advisors For Advisors.
» Learn more

Take A Guided Tour

Our online video shows how to easily create an investment policy statement in five simple steps: create a new client, view the questionnaire, choose an asset allocation model, generate and edit the final wording.
» Watch video