September 4, 2019

PODCAST: Importance of Investment Policy Statements

Williams Mullen

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On this episode of Williams Mullen's Benefits Companion, Brydon DeWitt is joined once again by special guest Beryl Ball, a senior vice president and financial advisor at CAPTRUST. Brydon and Beryl discuss the importance of investment policy statements and best practices.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.