What is my Investment Policy Statement?
All ProsperiTea Planning and Tea T.I.M.E. people get an Investment Policy Statement (“IPS”) . It establishes what asset allocation we agree is appropriate for the person’s risk tolerance and risk capacity. We create individualized target portfolios that considers what you have already and where you have it, as well as how to get the highest return for the lowest risk. Or, to put it another way, how to have the least risk for the highest […]