Investment Policy Statement. I understand and agree that Xxxxxx Xxxxx and its financial advisors will not review, monitor, accept or adhere to an investment policy statement or similar document that was not prepared by Xxxxxx Xxxxx. Adherence to any such investment policy statement is my responsibility.
Investment Policy Statement. Betterment provides goal-based investment advice. Client identifies financial goals via the Website and Betterment then provides investment advice specific to each goal via the various features offered to Client through the Interface, some of which are optional. Betterment’s advice for each of Client’s goals is based on Betterment’s investment methodology regarding goal-based asset allocation strategies and certain information and preferences requested by Betterment and provided by Client, including the Investment Strategy, which will serve as the Investment Policy Statement (“IPS”). For some goals or Investment Strategies, Betterment may limit or restrict entirely Client’s ability to direct the goal’s Investment Style or Allocation. Client acknowledges and agrees to the terms and conditions attached hereto for the Smart Beta Portfolio, which may be elected as the Investment Strategy for one or more goals. The IPS may be modified as Betterment adjusts its investment methodology and Client updates Client’s information and preferences via the Interface. For some financial goals and Investment Strategies, Betterment’s recommendations to Client will shift over time, with the recommended Allocation gradually shifting as the term of the goal approaches (i.e., a “glide path”). Client will have the option to enable a feature that automatically adjusts Client’s Allocation to conform to the glide path. If Client elects not to enable this feature, Betterment will not automatically adjust Client’s Allocation based on the passage of time. More information about Betterment’s investment advice and methodologies is available on the Website. Betterment’s goal-based, discretionary investment advice will be based solely on information Client provides via the Interface (or, in certain limited circumstances, by email) in response to the requests Betterment makes via the Interface (or by email). Betterment relies on information provided by Client and cannot be held responsible for
Investment Policy Statement. We will prepare an Investment Policy Statement for you. This Investment Policy Statement will provide guidelines for making investment decisions. If the BeManaged option is selected, we will invest and reinvest your Account on your behalf as we deem appropriate, in our sole discretion, subject to the investment guidelines in the Investment Policy Statement.
Investment Policy Statement. Betterment provides goal-based investment advice. Client identifies financial goals via the Website and Betterment then provides investment advice specific to each goal via the various features offered to Client through the Interface, some of which are optional. Betterment’s advice for each of Client’s goals is based on Betterment’s investment methodology regarding goal-based asset allocation strategies and certain information and preferences requested by Betterment and provided by Client, including the Investment Strategy, which will serve as the Investment Policy Statement (“IPS”). Client acknowledges and agrees to the terms and conditions attached hereto for the Smart Beta Portfolio, which may be elected as the Investment Strategy for one or more goals. The IPS may be modified as Betterment adjusts its investment methodology and Client updates Client’s information and preferences via the Interface. For some financial goals and Investment Strategies, Betterment’s recommendations to Client will shift over time, with the recommended allocation gradually shifting as the term of the goal approaches (i.e., a “glide path”). Client will have the option to enable a feature that automatically adjusts Client’s Allocation to conform to the glide path. If Client elects not to enable this feature, Betterment will not automatically adjust Client’s Allocation based on the passage of time. More information about Betterment’s investment advice and methodologies is available on the Website. Betterment’s goal-based, discretionary investment advice will be based solely on information Client provides via the Interface (or, in certain limited circumstances, by email) in response to the requests Betterment makes via the Interface (or by email). Betterment relies on information provided by Client and cannot be held responsible for
Investment Policy Statement. “Investment Policy Statement” shall mean the investment guidelines for the Trust Fund, as approved by the Retirement Board of Authority, and as such Investment Policy Statement may be amended from time to time. The Investment Policy Statement shall establish the investment guidelines and authority related to the investment of Trust assets by the Investment Manager, subject to the terms of the Trust.
Investment Policy Statement. Investment Policy Statement shall mean the adopted investment policy and administrative procedures by the County identifying the risks associated with the Plan by Plan Eligible Employees and Participants, the procedures for determining investment selection, the monitoring of investment performance, and procedures for replacing under-performing funds.
Investment Policy Statement. The Trustees shall approve and continuously maintain an Investment Policy Statement for use in the investment of Trust assets. Within the scope of the Investment Policy Statement, the Trustees may make reasonable restrictions relating to the investment or reinvestment of Trust Fund assets.
Investment Policy Statement. TRFP, in consultation with the Client, will create an Investment Policy Statement that will outline the objectives and guidelines regarding the investment of the Managed Assets.
Investment Policy Statement. With due consideration for my (our) personal financial circumstances, risk tolerance, time horizon, and account objective, as specified on the Investment Advisory Agreement / New Account Application provided in conjunction with this agreement, the Investment Policy for this account will be based upon the parameters of the Model Portfolio(s) that we have selected, along with any other Investment selections or restrictions, as recorded on the New Account Application document or subsequent instruction. Complete descriptions of Model Portfolios, investment strategy, allocation parameters, and monitoring of accounts is available on Verity Form ADV Part 2A, particularly Items 4, 8, and 13, all of which is hereby included by reference in this statement of Investment Policy. In signing below, I (we) acknowledge and accept this Investment Policy as consistent with our objectives. Owner/Participant Signature Date Joint Owner Date Print Name Print Name Accepted By:
Investment Policy Statement. Redhawk will assist Plan Sponsor in developing an Investment Policy Statement (“IPS”). The purpose of the IPS is to provide guidelines for making investment-related decisions in a prudent manner. It outlines the underlying philosophies and processes for the selection, evaluation, monitoring, and, if necessary, replacement of the investment options offered by the Plan. The IPS is not a contract; specifically, it: Defines the Plan’s investment objectives. Describes the criteria and procedures for selecting appropriate investment options. Establishes investment procedures, measurement standards, and investment monitoring procedures. Describes steps to be taken if an investment manager fails to satisfy established objectives. Describe the roles and responsibilities of the various parties that will be involved in the oversight of Plan investment activities. This IPS will be reviewed periodically, and, if necessary, will be amended to reflect changes in the capital markets, plan objectives, or other factors relevant to the Plan.
