Investment Policy Statement

After gaining a thorough understanding of your individual situation, MidAtlantic develops an Investment Policy Statement which provides a solid foundation for investment decisions by defining:

  • Specific benchmarks against which to measure portfolio performance
  • The importance of a range of investment criteria such as:
  • Income requirements
  • Capital growth requirements
  • Preservation of capital
  • Level of risk tolerance
  • Tax considerations
  • Investment time horizon

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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.



MidAtlantic Capital Management, Inc.

11448 Robious Road

Richmond, VA 23235

Phone 804-272-9200

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