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An Investment Policy Statement (IPS) is a document that outlines the investment goals, objectives, and strategies for an individual or an organization. It is a written statement that provides guidance on how investment decisions should be made and managed. The IPS serves as a roadmap for making investment decisions and ensures that all decisions are […]
A great wealth strategy is a combination of goal setting, selecting the right wealth advisor, and managing your overall asset allocation strategy by consistently tracking deviations and rebalancing. On Asset Vantage you can track advisor performance. Most High Net Worth families hedge their software for managing investment strategies by investing with multiple wealth advisors. While […]
“Facts are stubborn things, but statistics are pliable.” –Mark Twain Reviewing investment management software reports can be intimidating, even blatantly misleading sometimes. Often, the good news will be highlighted with bold colorful numbers and charts, while the negatives are downplayed or disguised amid the mass of information. Asset Vantage customers can demystify their investment reports […]
