Defining Objectives & Creating IPS

At QSI, we implement a broad range of structured asset allocation strategies that cover a wide range of investor goals and risk tolerances.

Our Investment Policy Questionnaire helps the Financial Professional and our client determine a portfolio that best suits their investment objectives, comfort level and time horizons.

Some factors evaluated in the Investment Policy Questionnaire:

• Investment Goals
• Time Horizon
• Liquidity Needs
• Investment Experience
• Risk Profiling & Evaluation
• Investing "Habits and Trends"

Create Personalized Investment Policy Statement

Managing Client Expectations and Monitoring for Results:

Each of our portfolios varies in terms of asset allocation and weightings based on the investor profile set forth in the clients' Investment Policy Statement, but all are structured to capture market returns while minimizing volatility for a specific level of risk through broad diversification.

At QSI, we recognize the importance of having our clients' portfolio strategy match their risk tolerance and return expectations to alleviate some of this uncertainty. The clients' written IPS acts as a map to help guide them toward their toward their financial goals during tough and good market times. Through their written Investment Policy Statement, we can continue to monitor, re-evaluate and track our clients investment experience and make adjustments as needed to keep them on course.