An Investment Policy Statement (IPS) will help determine the balance of how much reward (rate of return) and risk (fluctuation in portfolio value) is right for you. It will also ensure your interests are protected. Your IPS will outline which types of investments, and how much of them, are appropriate for your situation.

You will be asked to complete a confidential IPS Questionnaire with your Portfolio Manager. TFP Investment Counsel will prepare an IPS based upon your responses and our recommendations. It is a benchmark for your success, mutually agreed upon by you and your Portfolio Manager. You can update your IPS as your situation changes.