Investment Policy Committee (IPC)

What is an investment policy committee?

It’s a group of experts who help vet 3rd party managers for use on the platform.

While Joseph Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM is the CIO and is the driving force behind portfolio construction, POM Planning has constructed an IPC to help with due diligence on the managers we use.

In addition to Joe, we have:

Dean Kasparian

David Nelson, CFA, CMT