Friday Fiduciary Five #3: Using Your IPS As A Roadmap
Manage episode 409425190 series 3565044
In this episode of Friday Fiduciary Five, Eric Dyson talks about using your Investment Policy Statement as a roadmap, emphasizing making it flexible and specific in order for committee members to reach their retirement goals without confusion.
Connect with Eric Dyson:
Website: https://90northllc.com/
Phone: 940-248-4800
Email: contact@90northllc.com
LinkedIn: https://www.linkedin.com/in/401kguy/
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