Investment Policy Philosophy

Do you believe in a growth philosophy or a conservative income philosophy? Do you believe in long-term, intermediate bonds, or comparing the bonds against an index? Would you like to address:

  • liquidity issues
  • diversification
  • preservation of principal
  • risk of loss
  • restrictions / prohibited transactions
  • legislation

See: https://www.prb.texas.gov/resource-center/trustees-administrators/developing-an-investment-policy/

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