Does Your Organization Have An Investment Statement Policy?

Does Your Organization Have An Investment Statement Policy?

May 12, 2020


“One of the biggest benefits with investment policy statements is that it removes the emotion and any personal biases on a board.” – Jeff Schultz

In this episode of The Beacon Podcast, Jeff speaks about investment policy statements with Jeff Schultz, executive vice president and financial advisor for Schultz Wealth Management of Janney Montgomery Scott in Atlanta.  Investment policy statements are an essential item for any investor or institution and advisor. Jeff shares:

  • what an investment policy statement is,
  • who typically has and uses one,
  • their benefits and
  • key trends in investment policy statements during uncertain times.

About our guest

With over 25 years’ experience as a trusted advisor, Jeff and his team draw upon the firm’s resources to provide goal-based planning, estate/charitable strategies and custom investment/retirement strategies. Their boutique practice works with professionals (executives, physicians, lawyers, investment bankers), family business owners, and retirees. Jeff’s goal is to help clients achieve their best quality of life and navigate their plan across generations.

Jeff is a CERTIFIED FINANCIAL PLANNER™ professional who received his undergrad degree in Finance from Miami University, Oxford, Ohio. His experience includes work at Shearson Lehman, Smith Barney, Morgan Keegan, and Raymond James. He’s also appeared on WSB-TV and Georgia Public Television and has been quoted in the Northside Neighbor and Tuxedo Road. In 2019, he was named as one of Forbes Magazine’s Best in State Wealth Advisors. 

Jeff is actively involved in philanthropy and serves on the Leadership Council of Zoo Atlanta and the Athletic Director’s Circle at Miami University. Jeff enjoys playing golf at Ansley Golf Club, skiing, and wine tastings.

Learn more about Schultz Wealth Management.