Your Investment Policy Statement (IPS) serves as a guide for when you encounter inevitable market volatility or you think about changing your investments on a whim. It’s a clearly written policy that explains how your portfolio will be managed. It takes account of your goals, investing philosophy, risk tolerance, and other holdings. It is intended […]
What is an Investment Policy Statement? Read More »
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Lattice Financial, LLC is an Investment Advisor registered with the State of North Carolina. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication’s conclusions. Please contact us at 704-812-7252 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from Lattice Financial with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.LatticeFinancial.net. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.