Create Investment Policy Statement for a 32 yr. old man who has a risk tolerance above average.

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Question:

Create Investment Policy Statement for a 32 yr. old man who has a risk tolerance above average. He is in the Accumulation financial life stage, is married, and shares 2 children (twins) with his wife. He recently got promoted and is making $110k a year, he recently bought a new home, and kept his 1st home as a rental property. His 401K has $312K and has $600k in liquid funds and would like to reach a goal of $3million by the time he retires in 25yrs (2045) or 26ys (2046). He wants to also have enough funds for his children to go to college. He has no debt other than his new home. Please fill out the template with your creation of his investment Policy Statement.

Investment Policy Statement

Investment Philosophy:
Financial account information	Where are your financial assets located? How much is in tax-advantaged accounts (IRA, Roth IRA, 401(k), etc.) versus taxable accounts? How much will you be contributing to these accounts
Investment Goals & Objectives:
Risk Tolerance:
Asset Allocation:
Holding Limits:	A portfolio was developed subject to certain holding limitations. These are limitations on the minimum and maximum percentage investment in each asset class:
Target Allocation:	The initial asset allocation is:
Selection Criteria:	Example: I prefer to use individual stocks and/or ETFs as the primary investment vehicle for this IPS
Review Process:
Rebalancing:
Other considerations: