SB’s Investment Policy Statement Template

You don’t need a Wall Street office or even a suit to create an Investment Policy Statement (IPS). It’s just a simple document that helps you:

Stay calm when markets dip
Avoid chasing shiny objects when things look good
Keep your investments aligned with your goals

Think of it like Mom’s fridge rules: clear, simple, and guaranteed to prevent chaos (and stolen leftovers).

Our IPS Builder walks you through step-by-step prompts so you can:

Define your purpose and objectives
Set your time horizon
Figure out your risk tolerance
Plan for cash flow needs
Choose your asset allocation
Set benchmarks that actually make sense

Why This Matters

Without an IPS, investing can feel random, like Doug shopping at the gas station. With one, you have a clear plan written down so you can actually stick to it.

Download your free copy of the Stacking Benjamins IPS Builder today and start building the money rules that keep you on track.

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