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Town of Wayland, Massachusetts Investment Policy Statement ...
Investment Policy Statement. General Fund & Trust Funds. I. The Investment of General Funds, Special Revenue Funds,. Enterprise Funds, and Capital Projects .
http://www.wayland.ma.us/Pages/WaylandMA_Treasurer/cashpolicy.pdf

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Investment Policy Statement - Willamette University
of this investment Policy Statement con?icts with any trust and/or plan document, the trust and/or plan document shall control, as long as such term or condition is .
http://www.willamette.edu/dept/hr/benefits/retirement/retirement-pdf/INVESTMENT%20POLICY%20STATEMENT%202011-09.pdf

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TFIP Investment Policy Statement - Board of Investments
1. INTRODUCTION. The purpose of this policy statement is to provide a broad strategic framework for investments within the. Trust Funds Investment Pool (TFIP ).
http://www.investmentmt.com/content/Investments/Docs/Policies/TFIPPolicy.pdf

Investment Policy Statement
INVESTMENT POLICY STATEMENT. State of Connecticut Retirement Plans & Trust Funds. Investment Policy Statement for the. State of Connecticut. Retirement .
http://www.state.ct.us/ott/pensiondocs/IPStatement.pdf

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Investment Policy Statement Sample - The Lubitz Financial Group
INVESTMENT POLICY STATEMENT. KESLOV FAMILY TRUST. February 27, 2009. PREPARED BY: Big Time Advisors. 14 Washington Street. Suite 900. Boise .
http://www.lubitzfinancial.com/files/IPS%20Sample%20Long%20Version.pdf

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Investment Policy Statement - Wikipedia, the free encyclopedia
An Investment Policy Statement ("IPS") is a document, generally between an . of trust and respect and it helps ensure the investment manager is aware of the .
http://en.wikipedia.org/wiki/Investment_Policy_Statement

Investment Policy - Alabama State Treasury
Alabama Trust Fund. Investment Policy Statement. Section I . Constitutional Authority. (I) Amendment No.450 to the Constitution of the State of Alabama of 1901 .
http://www.treasury.state.al.us/content/Documents/ATF%202012%20Investment%20Policy.pdf

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Investment Policy Statement - Fi360
Investment Policy Statement. Prepared on: May 23, 2011. Prepared for: Sample Trust Client - MR. 873 Wood St. Pittsburgh PA 15222 .
http://www.fi360.com/fa/help/Report_Samples/IPS_PT.pdf

Statement of Investment Policy
Statement of Investment Policy. March 26, 2012. 1. Golden State ScholarShare College Savings Trust. Statement of Investment Policy. March 26, 2012 .
http://www.treasurer.ca.gov/scholarshare/investpolicy.pdf

Investment Policy Statements for Trusts - Blue Water Capital, LLC
Foundations, trusts and retirement plans are required to have an investment policy statement. Wealthy individuals, as well as anyone with money earmarked for .
http://www.sandiegofeeonly.com/FinancialArticles/investmentpolicystatements.htm

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1 INVESTMENT POLICY STATEMENT National Association of ...
Feb 16, 2012 . INVESTMENT POLICY STATEMENT. National Association of Congregational Christian Churches (NACCC) Congregational. Investment Trust .
http://www.naccc.org/CMSUploads/997_Cong_Inv_Trust_IPS_Feb_2012.pdf

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Endowment Investment Policy - Texas Treasury Safekeeping Trust ...
Texas Treasury Safekeeping Trust Company Investment Policy Statement October 2011. 1. INVESTMENT POLICY STATEMENT. TEXAS ENDOWMENT FUNDS .
http://www.ttstc.org/reports/investmentpolicies/EndowmentPolicy2011-October.pdf

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The Investment Policy Statement - Bankers Trust
One of the ways that this goal is accomplished is by drawing up a document, often referred to as an Investment Policy Statement (IPS). Individual investors can .
https://www.bankerstrust.com/en-us/wealth-management/Investor-Education-Center/Pages/The-Investment-Policy-Statement.aspx

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Investment Policy Statement - Ho-Chunk Nation
Children's Trust Fund. Investment Policy Statement. I. Introduction. This Investment Policy Statement ("IPS") has been adopted by the Ho-Chunk Nation .
http://www.ho-chunknation.com/UserFiles/File/OOP/Investment%20Policy%20Statement.pdf

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Investment Policy Statement - Pry Professional Group
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 .
http://www.prygroup.com/trust/investment.asp

Investment Policy Design | The Family Heritage Trust Company
Family Heritage Trust believes each client has unique preferences and needs from their . Our investment policy statements will incorporate the following: .
http://www.fhtrust.com/investment/investment-policy-design

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Trust Private Wealth Management, Investment Trustee, & Investment ...
Trust Investment Policy Statement & Fiduciary Responsibility: Why it is so important. As the trustee of a private trust, foundation or other entity you are agreeing to .
http://www.elysien.com/trust-management/investment-policy-fiduciary-services/

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A simple statement
David de Brito looks in detail at the construction of a trust's Investment Policy . A n Investment Policy Statement (IPS) is a document, generally agreed between .
http://www.stepjournal.org/journal_archive/2010/step_journal_september_2010/a_simple_statement.aspx

Investment Policy Statement - West Virginia Investment ...
May 16, 2012 . West Virginia Investment Management Board. Investment Policy Statement. Page 2 of 16. Investment Policy Statement held in trust, or other .
http://www.wvimb.org/wvimb/files/investment-policy-statement.pdf

Town of Sterling Investment Policy Statement General Fund & Trust ...
Investment Policy Statement. General Fund & Trust Funds. I. The Investment of General Funds, Special Revenue Funds,. Enterprise Funds. A. Scope. Section I of .
http://www.sterling-ma.gov/Pages/SterlingMA_Boards/InvPolicy2012.pdf

Investment Policy Statement - TRS
The purpose of this Investment Policy Statement (this “Policy”) is to provide a formal plan for investing pension trust fund and health insurance program assets to .
http://www.trs.state.tx.us/investments/documents/investment_policy_statement.pdf

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Investment Policy Statement - Pennsylvania State Association of ...
g? Merrill Lynch. Investment Policy Statement. For. Pennsylvania State Association of Boroughs. Municipal Retirement Trust. Balanced Fund. Adopted: June .
http://psabdns4.com/mrtpensions.org/wp-content/uploads/2010/09/Investment-Policy-Statement.pdf

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ADOPTED - INVESTMENT POLICY STATEMENT ... - Town of Pelham
This investment policy applies to all financial assets of the Trust Funds which are accounted for in the Town of Pelham's annual financial report and include: .
http://www.pelhamweb.com/trustfunds/Documents/Final-Trustees%20of%20the%20Trust%20Funds%20Investment%20Policy-Adopted%209-24-08.pdf

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A Handbook for Investment Fiduciaries - Securities and Exchange ...
1.1. Investments are managed in accordance with applicable laws, trust documents, and written investment policy statements . . . . . . . . . . . . . . . . . . . . . . . . . . 14 .
http://www.sec.gov/nb/comments/akendal033105-hand1.pdf

Approved by SBA Trustees on June 26, 2012 Investment Policy ...
Jun 26, 2012 . Investment Policy Statement. Local Government Surplus Funds Trust Fund (Non- Qualified). Effective July 1, 2012. I. Purpose and Scope .
http://www.sbafla.com/fsb/LinkClick.aspx?fileticket=rZj-Li2ja8Y%3D&tabid=738&mid=2377

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Separately Invested Funds Investment Policy Statement
Sep 1, 2012 . INVESTMENT POLICY STATEMENT. Purpose. The Separately Invested Funds ( the “Accounts”) include the Endowment, Trust, Debt. Proceeds .
http://www.utsystem.edu/cont/Reports_Publications/INVPOLICY/SIFPolicy9-1-12.pdf

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Investment Policy Statement - Vanguard
investment of all assets owned by, or held in trust for, the Portfolio. A. This Investment Policy Statement sets forth the investment objectives, distribution policies, .
https://institutional.vanguard.com/iam/pdf/IAMIPS.pdf

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Investment Policy & Guidelines Statement - Alabama State Treasury
(PACT) Trust Fund (“Fund”), on the advice and with concurrence of the Fund's Staff and. Consultant, hereby adopts this Investment Policy Statement .
http://www.treasury.state.al.us/Content/Documents/INVESTMENT%20POLICY%20STATEMENT%2020062_FINAL.pdf

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INVESTMENT AND CASH MANAGEMENT Our ... - FS Advisors Inc.
We develop the investment policy statement which identifies the Tribe's risk tolerance, . We assist Tribes with the development of Minors Trust Programs which .
http://www.fsadvisorsinc.com/InvestmentManagement.html

Investment Policy Statement - Shasta County
INVESTMENT POLICY STATEMENT. ~. TABLE OF . entry into the custody of a trust company or the trust department of a bank which is not affiliated with the .
http://www.co.shasta.ca.us/Treasurer/docs/InvestmentPolicy.sflb.ashx

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Approved by SBA Trustees on June 16, 2011 Investment Policy ...
Jul 1, 2011 . Approved by SBA Trustees on June 16, 2011. 1. Investment Policy Statement. Local Government Surplus Funds Trust Fund (Non-Qualified) .
https://www.sbafla.com/prime/portals/8/RiskMan_Oversight/PolicyGuidelines/201107_jpg.pdf

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Investment-Policy Statements: Good Practice for Investors and ...
May 30, 2012 . Writing an investment-policy statement lets the adviser explain right away . we're working for their parents in a way that creates a lot of trust." .
http://online.wsj.com/article/SB10001424052702304371504577404493362213390.html

UNIVERSITY OF WISCONSIN SYSTEM TRUST FUNDS Investment ...
UNIVERSITY OF WISCONSIN SYSTEM TRUST FUNDS. Investment Policy Statement. Appendix 2. SPENDING POLICY FOR THE LONG TERM FUND .
http://www.uwsa.edu/tfunds/SpendingPolicy.pdf

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Securian - Our investment philosphy
Customized investment policy statement. We develop an individual investment policy statement for the trust, working with financial advisors, clients and the .
http://www.securian.com/Securian/Individuals/Trust+services/Investment+approach

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Investment Policy Statement Local Government Surplus Funds Trust ...
Jul 1, 2011 . 1. Investment Policy Statement. Local Government Surplus Funds Trust Fund ( Non-Qualified). Effective July 1, 2011. I. Purpose and Scope .
http://www.sbafla.com/fsb/portals/internet/riskman/agreements/20110701_FloridaPRIME.pdf

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Investment Policy Statement and ... - Nevada Prepaid Tuition Program
Investment Policy Statement and. Comprehensive . The investment objectives in the administration of the Trust Fund assets are to: 1. Strive to achieve an .
https://www.nvprepaid.gov/forms/Doc-InvestPolicy.pdf

Our Benefit Policy Statement - Unified Trust
Benefit Policy Statement and. Investment Policy Statement. UNIFIED TRUST COMPANY, N.A.. < [PlanDefaults].[companyName]>. <[PlanDefaults].[planName] > .
https://www.unifiedtrust.com/documents/Sample_BPS.PDF

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Investment Policy Statement - Principia Investment Advisors, LLC
Principia offers customized investment policy statements for a wide variety of investor profiles, including personal trusts, IRA's, charitable remainder trusts, and .
http://www.piadv.com/invest_policy.html

Creating an Investment Policy Statement: Guidelines and Templates ...
Chapter 1: What is an Investment Policy Statement? . Do You Needs an Investment Policy Statement? . H. Variable Life Insurance Policy Held in a Trust .
http://www.fpanet.org/fpaimages/productCatalog/tocFiles/Creating_Investment_Policy_Statement_TOC.pdf

VEBA Investment Objectives
The VEBA Commission has a written statement of investment policy that is . and monitor an investment strategy for the Trust solely in the interest of the Trust's .
http://www.welsbpo.net/health/investment.asp

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Investment Policy Statement - Alabama College Savings Plan
Statement of Investment Policy. Alabama College Education Savings Program. ( ACES) Trust Fund. The CollegeCounts 529 Fund. November 2010 .
http://www.collegecounts529.com/pdf/InvestmentPolicyStatement.pdf

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INVESTMENT POLICY STATEMENT
THE TRUST FUND'S SAFETY, INTEGRITY AND GROWTH. Page 2. Investment Policy Statement – January 2011. TABLE OF CONTENTS. I. INTRODUCTION .
https://www.sdcers.org/investments/Documents/IPS_January_2011.pdf

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Solari Investment Advisory Services - Investment Strategy
The Nightingale Investment Trust (the “Trust”) was created in 2002. . Performance, and References; Excellence in Portfolio Plan/Investment Policy Statement .
http://solariadvisors.com/strategy.html

EMGT Investment Policy Statement - Jefferson Unitarian Church
this policy statement) is to state broad policies and also specific guidelines which . fund managers, investment advisory firm counselors, bank trust department .
http://www.jeffersonunitarian.org/Media/juc/i/InvestmentPolicy.pdf

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