Investment Policy Statement Best Practices INT1345-Digital

INVESTMENT POLICY

INSTITUTIONAL

INVESTMENT POLICY STATEMENT CONSIDERATIONS:

  Return needs   Risk tolerance   Liquidity needs   Time horizon   Unique preferences   Spending policy level and method   Regulatory/legal constraints   Economic environment

For more information, please contact the Non-Profit Services team at Commerce Trust Company. 1-800-892-7100 x22883 | commercetrustcompany.com Commerce Trust Company

Commerce Trust Company is a division of Commerce Bank.

NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE

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