What is this?

Pry Advisory Group’s Investment Policy Statement service assists in the creation of a document, the Investment Policy Statement (IPS), used to direct the holdings of the trust and provides guidance on the trust’s asset allocation and any buy and sell strategies.  It can also provide a basis for conversation between the investment advisors and the trustee.

How does it help me?

In a highly litigious relationship, the trustee has the responsibility to keep the investments within the trust at highest efficiency.  This is as true in the tenth year of the trust as it is in the first year.  It is the trustee’s responsibility to verify that the assets fall within agreed parameters for portfolio management. 

When coupled with Pry Advisory Group’s Monitoring Service, the IPS can be reviewed against quarterly results to make sure all investments are in alignment with stated desires.

Who do I contact for questions?

For more information on partnering with Pry Advisory Group’s Trust Advisory services to create a greater opportunity for efficiency, higher service to the beneficiaries and an adherence to trust compliance, contact us at 419-423-4481 or email us at info@PryGroup.com.

What do I need to bring?

The initial step of this relationship is a face to face conversation on the risk tolerance of the trust.  A discussion of the intent of the trust and the expectation of the grantor, coupled with the State’s Trust Code and Prudent Man Rules, will help focus the IPS.