Investment Consulting
I. Overview A written investment policy statement (IPS) provides guidelines and directions for the conscientious fiduciary. The Employee Retirement Income Security Act (ERISA) does not include a specific requirement that plans have a written IPS. The concept of a documented IPS comes from the fiduciary duty...
In order to make sound investment decisions today, we are forced to make long term projections of portfolio returns. The methodology, assumptions, and original inputs for our approach to predicting long term portfolio returns are originally documented in our white paper titled, Projecting Long Term...
Overview The Employee Retirement Income Security Act of 1974 (ERISA) sets out comprehensive standards of conduct for those who manage an employee benefit plan and its assets. In addition to a specific person being named in the plan document, a fiduciary is defined in ERISA as...
International stocks have significantly under-performed US stocks, recently. Investors with allocations to international stocks have watched them perform so poorly on a relative basis that they might question why they own them in the first place. Since June 2008, US stocks[1] have earned ~9% per year...
Porter White Investment Advisors, Inc. is pleased to announce that it has again been named as a Financial Times 300 Top Registered Investment Advisors for 2018. The list recognizes top independent RIA firms from across the U.S. RIA firms applied for consideration, having met a minimum...
