Unformatted text preview: There will be detailed instructions of how each asset class should be supervised. This Investment Policy Statement is based on my characteristics, both personal and financial, and my own understanding of the financial markets. I look forward to working with you. I have trust that you can manage my portfolio according to this IPS. If you need any more information on this feel free to contact me. Sincerely, Tim Armour Financial Advisor Dynamic Wealth Strategies 1541 The Alameda San Jose, CA, 95126...
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- investment policy statement, Nathan Ankney, Nathan Ankney Financial