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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

Executive Vice President / Wealth Management, Financial Advisor

With over 25 years’ experience as a financial advisor, Jeff and his team draw upon the firm’s resources to make recommendations for his client base that can include goal based financial planning, estate/charitable strategy, and custom investment/retirement strategies. Their boutique practice works with professionals (executives, physicians, lawyers, investment bankers), family business owners, and retirees. Jeff is committed to helping clients achieve their financial goals to take advantage of the opportunities life presents now and into the future.

Jeff is a Certified Financial Planner™ (CFP®) professional and 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 had appearances on WSB-TV and Georgia Public Television and has been quoted in the Northside Neighbor and Tuxedo Road. In 2019, he was named to the Best in State Wealth Advisor list in Forbes Magazine.

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.