Setting Up an Investment Policy Statement

Jun 18, 2019

When an institution engages an investment management firm to handle their portfolio, one of the first things they do is agree to an investment policy statement, which is kind of the doctrine by which the money will be managed.  Our next guest says that this is something individuals should have, as well.

Mike Switzer interviews Rad Lowery, a chartered financial analyst with Carolina Wealth Advisors in Myrtle Beach, SC, and a member of the South Carolina chapter of the CFA Society.