Does Your Company Have a Plan for Investing?

You’ve worked hard to build your business through the years. An investment policy statement (IPS) is a critical part of your future growth. But what should or shouldn’t be included in an IPS? Here are some guidelines:

Goals for your company’s investment portfolio should be:

  • Specific to your company
  • Flexible enough to meet current market and firm needs
  • Adaptable to changing needs, but reflect risk tolerance
  • Easily modified

Source: CFMA Treasury Management Series Presentation Session 2, Steven Lords, CFO Arizona Pipeline Company

Gilmore Jasion Mahler Audit Partner Bob Bobek is on a team presenting at the upcoming Construction Financial Management Association (CFMA) 2016 annual conference and exhibition "Building it Forward" in San Antonio, Texas on June 25-29. The importance of a company IPS is part of the team's Treasury Management Series presentation at the conference. Gilmore Jasion Mahler's Construction & Real Estate Team works to provide advisory and other services to support financial and strategic goals for businesses within the construction, real estate and utilities industries. Bob Bobek is an active member both locally and nationally with CFMA.

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