Investment Policy Statement

A written Investment Policy Statement (IPS) is a key component in assisting fiduciaries in discharging their responsibilities in compliance with ERISA. MidAtlantic assists in the development of a formal, written IPS that serves as a critical safeguard against litigation.

MidAtlantic ensures that your policy will include the following items required by ERISA:

  • Objectives, guidelines and investment strategy
  • Appropriate asset classes
  • Investment selection, monitoring, and replacement guidelines
  • Plan control procedures

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Can We Help?

If you have friends or family members who need unbiased advice, please feel free to have them contact us.

We are available to provide an objective complimentary investment analysis of their current situation.

For more information or to schedule an appointment, please contact us.This email address is being protected from spambots. You need JavaScript enabled to view it.

 

CONTACT US

MidAtlantic Capital Management, Inc.

11448 Robious Road

Richmond, VA 23235

Phone 804-272-9200

info@midatlantic-capital.com

©2018 MidAtlantic Capital Management, Inc. All rights reserved.

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