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Working closely with our client, Brennan Financial Group creates an Investment Policy Statement (IPS) that clearly communicates your investment philosophy, risk tolerance, target rates of return, time horizon, financial goals and the strategies for attaining these goals.
A portfolio of investments will be proposed that reflects the IPS. Periodic reviews will occur and changes made as needed. |
Building
capital to generate current and future income
is a primary objective of your investment policy.
Our strategy for accomplishing this objective is based on the concept
of diversification, which is called asset allocation. It is a long-term
strategy, designed to suit your individual aspirations and circumstances.
It provides a durable framework within which to make specific investment
decisions.