Establishing values

Creating an Investment Policy Statement.

In our work for charitable organizations, foundations and pension funds, it is common to create an Investment Policy Statement (IPS). This client-driven document defines a big-picture philosophy which can include the organization’s risk tolerance, asset allocation, financial goals, spending policy and overall mission. This variable set of rules defines our entire investment strategy.

At Essex, creating an IPS can be a key component of our client-discovery process for individuals and families. It helps us to consider all your vested interests, both personal and financial. It also determines how much risk tolerance you can accommodate in the pursuit of financial goals.

Contact

860-767-4300

Highlights

Michael LaRiviere earns Certified Financial Planner Designation

Michael LaRiviere earns Certified Financial Planner Designation
Read the Press Release

David LaMay's Legacy of Giving

A life-long resident of Old Saybrook, David LaMay believes in giving back to his community. Courtesy of The Harbor News November 2, 2016

Financial Times Recognizes James Sullivan, AIF®

James Sullivan Named to 2016 Financial Times 401 Top Retirement Plan Advisers
Read the Press Release

EFS Gives Back

Essex Financial Services Employees Send Deep River Child to Camp Rising Sun Courtesy of The Valley Courier Sept. 1, 2016