You would want your financial planner to provide you with an investment policy statement that details your investment philosophy,your financial situation,and the risks you are willing to take,as well as what the advisor will do for you.

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An investment policy statement is a document that details a client's investment objectives, risk tolerance, investment time horizon, asset allocation strategy, and other relevant information. It is important that your financial planner provides you with an investment policy statement that reflects your unique investment philosophy, financial situation, and risk profile, as well as outlines what the advisor will do for you.

You Would Want Your Financial Planner to Provide You with an Investment