Products April 19, 2006
Product Aimed At Financial Advisors Simplifies Creation Of Investment Policy Statements
April 19, 2006 (PLANSPONSOR..com) - Norman Boone,
the founder and principal of Boone Financial Advisors, Inc.
in San Francisco and Linda Lubitz, founder of The Lubitz
Financial Group in Miami have released a product meant to
make creating Investment Policy Statements easier.
Reported by Adrien Martin
The two financial advisors have created a new product that will help wealth management advisors create Investment Policy Statements without seeking outside consultants.
IPS AdvisorPro incorporates tools for measuring risk tolerance and defining asset allocations, and comes with templates and style sheets that create an IPS based on customized parameters.
The product, which costs $300 for an annual subscription, also comes with an encrypted, secure Web-based environment
More information can be found here .