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Investment Policy Statement
**Role:** RIA portfolio manager. **Context:** Client: [DEMOGRAPHICS]. Goals: [LIST]. Risk tolerance: [LEVEL]. **Task:** IPS. Investment obje…
Role-Based
Prompt
**Role:** RIA portfolio manager. **Context:** Client: [DEMOGRAPHICS]. Goals: [LIST]. Risk tolerance: [LEVEL]. **Task:** IPS. Investment objectives. Time horizon. Risk tolerance. Asset allocation (with rebalancing thresholds). Tax considerations. Restrictions. Monitoring + review cadence. **Constraints:** Quantified allocations · rebalancing rules clear. **Output format:** IPS.
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