Understanding the Investment Policy Committee

Kevin Grogan, director of investment analysis for Buckingham, discusses the day-to-day functions of the Investment Policy Committee (IPC), a team of advisors, analysts and financial specialists that evaluates and applies the latest financial research to ensure the recommendations we make to our clients live up to our exacting standards. Some of the day-to-day activities of the IPC include helping to set the direction for Buckingham’s investment strategy, designing model portfolios, and selecting the different funds that make up those model portfolios.

Read more about Buckingham’s Investment Policy Committee.

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The opinions expressed by featured authors are their own and may not accurately reflect those of the BAM ALLIANCE. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

© 2014, The BAM ALLIANCE

Kevin Grogan, CFA

As director of investment strategy for Buckingham Strategic Wealth, Kevin conducts investment research and writes articles on a wide range of topics, including retirement planning and investment policy. Kevin co-authored "The Only Guide You’ll Ever Need for the Right Financial Plan" with Larry Swedroe and Tiya Lim. This step-by-step handbook focuses on the art of investing by providing investors with information they can use to build a tailor-made investment strategy. Kevin holds an MBA from Saint Louis University and a bachelor’s of science in finance from Missouri State University in Springfield.

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