Investment Policy Statements
Railroad Street Wealth Management, LLC ("Railroad Street") believes our most important duty as a fiduciary for our clients is the creation, adherence to and monitoring of our client's Investment Policy Statement. We develop a clearly defined document that is the foundation that guides our decision making process based on the five tactical portfolio models offered by the firm. Our investment methodology is rules-based and is clearly communicated in writing. The Investment Policy Statement provides an effective channel of communication between Railroad Street and our clients.
Railroad Street Investment Policy Statements have five components:
- Account information and summary of investor circumstances.
- Investment objectives, time horizon and risk attitudes.
- Permissible asset classes, constraints and restrictions.
- Asset allocation ranges.
- Monitoring, reporting and control procedures.
Signing and returning the Investment Policy Statement will let Railroad Street know you concur with its contents. It is not a contract , and is not required to make trades in your account. It is only meant to be a summary of our agreed upon portfolio management methodology.
