Table of Contents
- Introduction
- What is a Personal Investment Policy Statement?
- Why is a PIPS Important?
- Components of a PIPS
- How to Create a PIPS
- Personal Investment Policy Statement Template
- Example of a Personal Investment Policy Statement
- Tips for Using the Template
- Benefits of Having a PIPS
- Conclusion
Introduction
A Personal Investment Policy Statement (PIPS) is a document that outlines an individual’s investment goals, risk tolerance, and strategies for managing their investment
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