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Author-Kevin-Freehardt-|-Justin-Morgan

Posts by guest author Kevin-Freehardt-|-Justin-Morgan

Why It’s Time To Revisit Your Investment Policy Statement

Diligent Management And Regular Review Of The IPS Are Essential

By WSR Newsroom

/ 6 Feb 2025

Kevin Freehardt, Chief Investment Officer, American Trust; and Justin Morgan, Director – Fiduciary Consulting & Advisor Solutions, American Trust Wealth