Investment Policy Development

Pavilion assists clients in creating an Investment Policy Statement, or reformulating one they may already have in place. As the governing document for a client’s investment program, we carefully customize the Investment Policy Statement to address:

  • Investment objectives
  • Risk tolerance
  • Investment time horizon
  • Asset allocation
  • Spending policy
  • Liquidity needs
  • Rebalancing guidelines

We formulate a customized strategic plan that considers investment objectives, risk tolerance and cash flow needs relative to appropriate market opportunities.  Further, we document investment program decisions, detail governance issues and provide benchmarks and guidelines for evaluating the investment program.