Investment Policy Statement

A relationship built on trust, integrity and results

The WDS Investment Policy Statement is the blueprint for managing your portfolio and covers all seven Investment Portfolio Guidelines. The investment policy statement reflects the portfolio most suited to your client profile and its target asset allocations.

Investment Portfolio Guidelines

• Investment objectives and risk tolerance
• Time horizon
• Income requirements
• Liquidity needs
• Tax issues
• Legal and estate considerations
• Unique circumstances

Your policy is reviewed periodically by your Portfolio Manager to ensure it reflects any significant changes in your life, your financial situation, long-term investment objectives and personal risk tolerance. However, WDS respects the well-established principle of strategic asset allocation. We avoid random revisions based on fear or overconfidence. In wealth creation, your ultimate success lies in developing a long-term investment policy with the disciple to stick with it over time.