Investment Selection

Selecting the proper investments begins with an effective methodology described in an investment policy statement (IPS). Our IPS is designed to fulfill your fiduciary requirements and adheres to strict criteria, complying with 404(c) statutes. The main sections of the IPS are listed below and can be tailored to fit your objectives:

Fund operation
Risk assessment
Overall expense of the fund
Manager tenure

* Securities offered through Hazard & Siegel Inc., 5793 Widewaters Parkway, DeWitt, New York 13214 Member FINRA/SIPC.