The Rowe Consulting Group bases its guidance and recommendations on your investment policy statement.

An investment policy statement is a written document that serves two important functions.  First, it is a blueprint in the construction of an investment portfolio.  Second, it serves as a written business plan in the ongoing management and oversight of an investment portfolio.  

The Rowe Consulting Group uses our proprietary investment policy questionnaires in order to construct our fully customized investment policy statement. We use your feedback to create a new investment policy statement or simply revise your existing document.  Once you are satisfied with your investment policy statement, it becomes the platform for our recommendations, your decisions and serves as a guide to the investment selections of your portfolio and your investment managers.  

All investment policy statements that we create are designed to provide meaningful, prudent, direction and guidance for trust officers, investment committees and boards of trustees.
Please contact us to learn more about how updating and improving your investment policy statement may protect you from fiduciary liabilities.