Investment Policy Statements

Everyone agrees that a written investment plan is a good idea, yet according to recent FOX surveys only 40% of families utilize a written plan.  Why are investment policy statements (IPS) avoided by so many families?  What are the component parts of an effective IPS?  What does a traditional IPS look like versus a modern iteration?  What can families do to make the documents integral to the investment process?  What are the IPS best practices?  FOX managing director and lead consultant Charlie Grace joined us as he led a discussion that addressed these important questions and many more.