Free Queens Investment advisors New York

Published date: December 5, 2018
  • Location: 61 Broadway, Suite 2770, New York, New York, United States

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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