Selecting the proper investments begins with an effective methodology described in an investment policy statement (IPS). Our IPS is designed to fulfill your fiduciary requirements and adheres to strict criteria, complying with 404(c) statutes. The main sections of the IPS are listed below and can be tailored to fit your objectives:
Overall expense of the fund
* Securities offered through Hazard & Siegel Inc., 5793 Widewaters Parkway, DeWitt, New York 13214 Member FINRA/SIPC.
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Securities offered through Hazard & Siegel Inc., 5793 Widewaters Parkway, DeWitt, New York 13214 Member FINRA/SIPC. Hazard & Siegel, Inc. and Crown Risk Management, LLC are separate and non-affiliated entities. Advisory Services offered through Hazard & Siegel Advisory Services, LLC, an SEC Registered Investment Advisor.