Learn about Investment Policy Statements at FPA Retreat

February 8, 2010

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IPS AdvisorPro® co-founders Norm Boone, MBA, CFP®, and Linda Lubitz Boone, CFP® will be speaking on:

After the “Crisis”: Managing Client Expectations Using Investment Policy Statements

When: April 22–25, 2010  

Where: Hyatt Regency Hill Country Resort, San Antonio, TX

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Stop using those outdated word documents or other applications that don't reflect how YOU manage money and move up to IPS AdvisorPro® created by Advisors For Advisors.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