Investment Policy Statement Priorities

Easy Private Wealth Management Investment Policy Statement

A financial advisor is drafting an Investment Policy Statement (IPS) for a client who is in their early 30s, newly married, and looking to start investing for long-term goals, including retirement and a future home's down payment. The advisor needs to ensure that the IPS aligns with the client’s financial goals, risk tolerance, and investment horizon.

Which of the following components should be prioritized when drafting the IPS for this client?

A clear outline of investment objectives, including specific financial goals.

A detailed analysis of past market performance over the last decade.

An inventory of the client's current assets without considering their goals.

Hint

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