Acadia Trust, N.A. As Investment Manager
In order to achieve long-term
financial objectives, goals must be well enough understood
that client and manager can benefit from that knowledge as
they jointly make decisions.
Developing a successful investment strategy requires that
choices be made among available alternatives, in a way that
captures the client's objectives.
The framework within which assets are managed must be designed,
both to maximize the probability that objectives will be achieved
and to minimize the risk that they will not be achieved.
That strategic framework, when formalized, is an
"Investment Policy."
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