The Perrini Cain Group understands every investor is different. An Investment Policy Statement (IPS) is tailored to your individual preferences, mindset and situation allowing us to establish a clear understanding of your investment objectives, risk tolerance and restrictions. It’s a guideline that focuses on your investible assets and long-term objectives and will serve as a policy guide that offers an objective course of action through market cycles. The IPS establishes accountability not only for us as your Portfolio Manager, but for all various entities that may work on your behalf. Baird has the expertise and resources to help you create a customized IPS.
