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Financial Terms & Definitions
If talking about finances feels like trying to learn a foreign language, we're here to help. As your trusted financial planners and investment managers, we want you to understand the terms, acronyms, and jargon that may arise during your financial journey.
From Amortization to Zero-Coupon, we've got you covered.
Here's our glossary of financial terms in alphabetical order to get you started.

Investment Policy Statement (IPS)

An agreement between a client and portfolio manager that outlines how the client's portfolio will be managed. IPS agreements include the client's objectives, risk tolerance, liquidity constraints, and asset allocation.

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