Investment Policy Statement Template

For All Levels


Purchase Now


 An Investment Policy Statement, or IPS, is one of the most important documents that you can have to ensure you will have a successful investment experience.

At the Investing Academy, we have developed an Investment Policy Statement template that our Private Members Group subscribers can use to develop their investment plans.  In the IPS, you prepare the blueprint of what your investment journey will look like, establishing your goals, setting your investing parameters and confirming your review schedules.

We have made these templates available here to those who are not members of the private group.

Investing without and Investment Policy Statement is like building a house without a blueprint.  Create your investing blueprint to ensure you end up with a great finished product.