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Proposals

Investment Policy Statements (IPS)

Proposals are a great way to convert prospects into clients and close new deals.

Investment Policy Statements (IPS)

Investment proposals provide you and your clients with an overview of investment objectives as well as insight into your firm’s investment philosophy and approach.

Since investments and the market can be complex, proposals aim to provide investors with an improved understanding of the collaborative strategies used to help them make more informed decisions.

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