Living Investment Policy Statement
You are now leaving the Buckley Investment Group website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website.
Schwab is a registered broker-dealer, and is not affiliated with Buckley Investment Group or any advisor(s) whose name(s) appear(s) on this website. Buckley Investment Group is/are independently owned and operated. [Schwab neither endorses nor recommends Buckley Investment Group, unless you have been referred to us through the Schwab Advisor Network®. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Buckley Investment Group under which Schwab provides Buckley Investment Group with services related to your account. Schwab does not review the Buckley Investment Group website(s), and makes no representation regarding information contained in the Buckley Investment Group website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
We believe that an Investment Policy Statement laying on a shelf does not ensure your fiduciary responsibilities are being met. Buckley Investment Group developed the Living Investment Policy Statement - which is kept alive through our Quarterly Fiduciary Review.
By utilizing the Living Investment Policy statement and Buckley Investment Group you can ensure that your foundation is invested appropriately and that your accountabilities as a board member are met.
Learn more about how Buckley Investment Group can ensure you are meeting your fiduciary responsibilities through the Living Investment Policy Statement by calling (800) 610.1460.