This Investment Policy Statement (IPS) will let you assert control over your investments.

In about 11 minutes you will have designed a better portfolio strategy.

The Five Steps Process / Follow the five steps to evaluate your custom portfolio strategy with a personalized backtest report

The Investment Policy Statement will help you make the decisions you want to make and entrust the rest to a prudent process that you can document, research, edit, backtest and automate as you desire. You can implement this on your own, with your existing Financial Advisor or have us implement for you at about halve the cost of a traditional Financial Advisor.

When you are done designing your strategy, you can send the strategy for a backtest. If the performance measures up you have options for implementing. Our Portfolio Analysis uses a process called a multi-period walk-forward out-of sample that provides the greatest integrity and predictability of the results.