Investment Policy Statement Cover Letter

Investment Policy Statement Cover Letter - There will be...

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Nathan Ankney Financial Advisor 123 Main St San Jose, CA 95123 Dear Nathan, After working for 10 years, I have decided to take a year long vacation and snowboard all over the world. While I am gone I have chosen you as my portfolio manager. You will find attached my investment policy statement, which lists explicit instructions of how I want my portfolio managed. The investment policy will be divided into three parts. My investment assets, retirement assets, and real wealth will need to be closely watched.
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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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