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A client’s investment policy statement serves as the blueprint that establishes and outlines the procedures, investment philosophy, guidelines, and constraints to be followed by all parties. The purpose of a formal investment policy statement includes the following:
Importantly, LCG does not use boilerplate templates to draft investment policy statements for clients. We take special care to tailor a document that is structured to meet our clients’ needs and discuss it with our client periodically for any needed adjustments.