July 30, 2014

Understanding the Investment Policy Committee

Kevin Grogan, director of investment analysis for Buckingham, discusses the day-to-day functions of the Investment Policy Committee (IPC), a team of advisors, analysts and financial specialists that evaluates and applies the latest financial research to ensure the recommendations we make to our clients live up to our exacting standards.

Some of the day-to-day activities of the IPC include helping to set the direction for Buckingham’s investment strategy, designing model portfolios, and selecting the different funds that make up those model portfolios.

Read more about Buckingham’s Investment Policy Committee.

By clicking on any of the links above, you acknowledge that they are solely for your convenience, and do not necessarily imply any affiliations, sponsorships, endorsements or representations whatsoever by us regarding third-party Web sites. We are not responsible for the content, availability or privacy policies of these sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through them.

The opinions expressed by featured authors are their own and may not accurately reflect those of the BAM ALLIANCE. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

© 2014, The BAM ALLIANCE