Using Investment Policy Statements as an Investment Tool
It’s an Art, Not a Science.
Shoot Ready Aim: Are our investments missing the target? Would it be a better strategy to switch to Aim, ready shoot? How can the investment policy statement be used to improve your investment decision-making process? This white paper will provide you with an understanding of the investment policy statement and how it can be used to focus your investment strategy and to document your investment policy decisions.
President and CEO of Allodium Investment Consultants since 2005
Accredited Investment Fiduciary (AIF®) since 2003 and CPA (inactive) since 1988
Over 30 years of experience providing investment management consulting for both individual investors and institutional investors with specialized expertise advising fiduciaries responsible for foundations, endowments, nonprofit organizations, and both personal and charitable trusts
Speaks frequently to professional trade associations on the best practices of fiduciary investment management; has taught continuing professional education courses on fiduciary investment management for the Minnesota Society of Certified Public Accountants (MNCPA), the Minnesota State Bar Association (MSBA), and the Fi360 INSIGHTS Professional Development Conference
Co-founder and treasurer of the Center for Board Certified Fiduciaries™ (CBCF™) and holds the professional designation of Board Certified Fiduciary™ (BCF™)
Author of several articles and white papers related to fiduciary investment management
Member of the Minnesota Society of Certified Public Accountants, National Association of Personal Financial Planners, CEFEX Non-Profit Market Council, and MarketCounsel Member Council
Master’s degree, University of St. Thomas, Saint Paul, Minnesota; B.S. degree, Saint John’s University, Collegeville, Minnesota