Investment Policy

Family Investment Policy Statement (FIPS)

Run Compliance Check New Version

No Active Policy

Create your first Family Investment Policy Statement to define your investment objectives, allocation targets, and compliance rules.

Create Policy

CLI Alternative

You can also create policies from the command line:

ledgerfall policy create --title "My Policy" --effective-date 2026-01-01 --summary "..." --file policy.md ledgerfall policy list ledgerfall policy activate --version 1