Office hours are
Monday – Friday
9:00am – 5:00pm EST

(301) 229-6566

Investment Policy- Development and Review

This workshop focuses on the elements that should be included in your investment policy and why. As a public investor you need a policy that establishes the controls for safe public investing as well as providing you with the flexibility to adapt to changing conditions in the market and your organization. Investment policies are working documents that help you meet the Prudent Person Standard and need periodic review.

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Developing Your Investment Plan - Live, On-Line; Fundamentals of Public Investing- On-Site Workshop

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