Brian Lipton, CFP, CPA , AIF, President YellowWood Financial Advisors, Inc.

“We use the investment policy statement as a tool to communicate many aspects of our investment process to our clients.  The power of  IPS AdvisorPro® is its flexibility in allowing for customization beyond the provided content.   In addition, the file structure for designing templates, working on drafts, and “publishing” final documents makes file management a breeze.”

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