Greetings!

We appreciate your interest in Jacobson & Schmitt Advisors.

As promised, we’ve provided a link to download a sample Investment Policy Statement (IPS) designed specifically for non-profit organizations like yours, which you can use as a reference.

This document can serve as a valuable starting point to help clarify your investment objectives and guide future financial decisions.

If you’d like to review the sample IPS together or explore how we can tailor an investment strategy to support your organization’s mission, we’d welcome the opportunity to connect.    Please schedule your consultation using the button below.