Throughout the challenges of recent months, we’ve continued to safely serve investors’ needs. As we gradually reopen our offices to in-person appointments, our approach will be thoughtful and individualized to each location. Learn More
The Investment Policy Committee (IPC) is responsible for defining and upholding the firm's investment philosophy, which is grounded in the principles of quality, diversification and a long-term focus. Specifically, the IPC is responsible for guidance related to financial and investment strategies, creating the guidelines and recommendations that your financial advisor can incorporate when developing personalized recommendations and strategies for your specific goals. This guidance is also embedded in our systems and tools.
While our investment philosophy focuses on the long term, this doesn’t mean we ignore today’s economic trends and events. The IPC meets regularly to talk about the markets, the economy and the current environment, propose new policies and review existing guidance — all with your long-term needs at the center. The IPC members — experts in economics, market strategy, asset allocation and financial planning —each bring a unique perspective to help develop recommendations that will help clients achieve their financial goals.
The Investment Policy Advisory Committee is comprised of senior leaders from across the firm and includes a group of financial advisors who serve as rotating members of the committee; financial advisors who help to represent the voice and needs of their clients and fellow financial advisors. This committee helps ensure we are incorporating diverse input and perspectives into account when developing recommendations.