Your Roadmap to Disciplined and Transparent Investing.
At Capital IQ, we believe every successful investment journey begins with a clear and structured Investor Policy Statement (IPS). The IPS is a personalized document that defines your financial objectives, risk profile, and investment strategy — serving as a roadmap for disciplined portfolio management.
What We Include in the IPS
Client Objectives
Clearly defined financial goals — whether it’s wealth growth, retirement planning, or capital preservation.
Risk Appetite & Time Horizon
Assessment of your ability and willingness to take risk, combined with the time frame of your investments.
Asset Allocation Strategy
Strategic mix of equities, fixed income, and alternative investments tailored to your objectives and market conditions.
Investment Constraints
Consideration of liquidity needs, tax factors, ethical screens, or unique client preferences.
Performance Review Framework
Regular evaluation against benchmarks, with adjustments made as markets and client needs evolve.
Why It Matters
Unlike generic investment approaches, our IPS-driven process ensures that every recommendation is:
Personalized – tailored to your unique situation
Disciplined – guided by a structured long-term plan
Transparent – with clear accountability at every step
Aligned with You – reflecting your objectives, not market noise or broker incentives
