Structure & Investment Policy Statements

Triton Wealth Management works with you to develop an Investment Policy Statement that clearly shows how your assets will be invested among different asset classes. The appropriate asset allocation will be established based upon your goals, investment horizon, and risk assessment. This document is of particular importance as it outlines precisely the structure of your personal investment strategy and how Triton Wealth Management will go about executing that strategy. An investment policy statement ensures that we have had a chance to formalize your expectations for portfolio composition and our respective roles as client and advisor.

When building your portfolio, the first asset allocation decision is typically to determine what percentage of your portfolio to invest in equities and how much to invest in fixed income. The larger the percentage of equity, the more risk you will have in your portfolio, and the greater the potential return over the long run. The second series of decisions relate to the allocation of the equity and bond positions across different asset classes. Our expertise allows us to use passively engineered mutual funds to create low expense and tax-efficient portfolios that are globally diversified.