Investment Proposal
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Investment Proposal: Used when establishing or adjusting an investment strategy for a BayRock client. Investment Proposals help us make informed decisions about proposed investments.
Investment Policy Statement
![Investment Policy Statement](https://bayrockfinancial.com/wp-content/uploads/2024/01/Investment-Policy-Statement-1024x576.png)
Investment Policy Statement (IPS) for George Washington. A comprehensive document designed to outline the investment goals and strategies for George’s portfolio. Every Investor needs an Investment Policy Statement