Household
Client identity and tax context.
Client 1
Priorities and variability
Connect the policy to values, timing, and behavior.
Priority 1
Feelings around portfolio variability
Accounts and investment parameters
Add every account governed by this Investment Policy Statement.
Account 1
Account 2
Cash needs
Cash target and liquidity considerations.
Additional cash considerations
Special considerations
Account-specific constraints and preferences.
Special considerations relating to account objectives
Other tax implications to consider
Single company stock over 5% of an account
Legal constraints or investor considerations
Religious, cultural, environmental, or social screens
Investment guidance
assign the allocation parameters
Advisor information
Primary advisor contact for this IPS.