You need a thoughtfully developed plan to succeed.

Every Tacivest client receives a comprehensive Investment Policy Statement ("IPS") which sets out a clear written plan for the long-term management of assets.

The major components of the IPS include:

• a review of the client’s goals and risk profile findings,

• the recommended asset mix based on our optimization analysis,

• historic asset mix volatility, which gives insight into portfolio risks,

• the expected impact of time diversification,

• a review of the portfolio’s core and satellite structure,

• portfolio and manager monitoring and review policies,

• target asset ranges and rebalancing parameters, and

• reporting and review procedures, and risks and responsibilities.

Having a thoughtfullly developed plan helps clients "steer the course" particularly during periods of market turbulence or exuberance.