An Investment Policy Statement (IPS) is an important document that is developed for each client and outlines the specific process that determines how your portfolio is managed. An IPS describes the strategies the Colling Group will use to achieve your goals and sets specific parameters that govern asset allocation and risk management, as well as how we measure performance and the frequency of our reviews.

Understanding Your Goals Together, we define your needs, goals and risk tolerance.

Creating a Plan We determine the appropriate asset mix to help you achieve your objectives.

Crafting Your Portfolio We identify the specific investments that align with your needs. Every portfolio is tailor-made for each client, from our private managed strategies, special products and best-in-class 3rd party managers.

Staying on Course We assess performance and asset mix on a regular basis. We make changes, rebalance regularly, and refine your portfolio as needed to help you stay on track.