Does Your Investment Club Have an Investment Policy Statement?


Learn about one of the most important documents that an investment club should have.

An investment policy statement (IPS) is a document used by financial professionals to explain their approach to investing and portfolio management. For investment clubs, this document can be exceptionally useful in making sure that all members agree on the essentials of the club's investing strategy.

In our August 16, 2022, Investment Club webinar, Doug Gerlach of ICLUBcentral delivered a presentation on "Creating Your Club's Investment Policy Statement." Doug provides an overview of the components of a typical Investment Policy Statement and explains why clubs should create their own custom version.

Download PDF handout.

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