What is an Investment Policy Statement?

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We develop, in consultation with our clients, an Investment Policy Statement, which sets forth the appropriate allocations among the various asset classes for personalized portfolio management. Part of this discipline involves regular reviews and re-balancing of portfolios. Re-balancing means reducing the investment in asset classes that have grown beyond the intended allocation and transferring the proceeds to those asset classes that have declined below allocation.

View a sample Investment Policy Statement here.

Lasecke Weil provides professional investment management, retirement planning, and tax planning services with offices in Palo Alto and Campbell - San Jose CA. Lasecke Weil's staff of qualified financial planners is dedicated to providing you with a personalized approach to money management. Each financial advisor on staff is trained to serve as your personal money manager offering expert advice on investment management, retirement planning, tax planning, wealth management, and more.

Silicon Valley Financial Planner - Lasecke Weil, LLC Serves: Palo Alto, Menlo Park and the San Francisco Bay Area Peninsula. New offices in Campbell serve Sunnyvale, Santa Clara, Los Gatos, San Jose CA, and the San Francisco South Bay Area. Member of the National Association of Personal Financial Advisors.

This web site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web site is in no way a solicitation or offer of investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists.

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Silicon Valley Financial Advisors - Lasecke Weil, LLC - Palo Alto - Campbell - Santa Clara - San Jose CA.