Free Staten Island investment advisors New York
- Location: New York, New York, New York, 61 Broadway
Local investment advisors in Queens, Brooklyn & Staten Island. Providing investment advisory services to 100 Clients & 2,858 investment advisors at LPS Financial.
Click Here:- http://www.lpsfinancial.com/Our-Process.4.htm
Process
INVESTMENT POLICY STATEMENT
Setting up an Investment Policy Statement is one of the most crucial steps taken when a client joins us at LPS. The Investment Policy Statement defines the client's general investment goals, risk tolerance, and objectives. We refuse to settle for the generic “cookie cutter” approach.The Investment Policy Statement outlines the financial strategy that will be the guide to help us create the client's custom tailored portfolio.
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