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White Paper

12 Pages
  • 12 Pages

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.

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Using Investment Policy Statements as an Investment Tool

Agenda

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Using Investment Policy Statements as an Investment Tool

Faculty

David J. Bromelkamp

David J. Bromelkamp

Allodium Investment Consultants

  • 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
  • He 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
  • Written several articles and white papers related to fiduciary investment management
  • Member: Minnesota Society of Certified Public Accountants, National Association of Personal Financial Planners, CEFEX Nonprofit Market Council, MarketCounsel Member Council
  • B.S. degree, Saint John’s University, Collegeville, Minnesota; M.A. degree, University of St. Thomas, Saint Paul, Minnesota
  • Can be contacted at 612-230-3702, [email protected] or www.allodium.com
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Using Investment Policy Statements as an Investment Tool

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