IndiNations: Investment Policy Statement

In this episode of IndiNations: Seven Generations Investing, we discuss why an Investment Policy Statement — or IPS — is one of the most important documents a Tribal Nation, Native foundation, or mission-driven organization can have. An IPS is more than an investment document. It connects financial assets to mission, defines roles and responsibilities, creates discipline during market stress, and helps leadership maintain continuity through council, board, or staff transitions. This episode covers what an IPS is, what it is not, how it can help avoid emotional decision-making, and why benchmarks, asset allocation, spending policy, liquidity needs, and cultural alignment should all connect back to the organization’s purpose. Topics include: 00:00 - Introduction 00:58 - The Investment Policy Statement (IPS) 03:00 - What an IPS is (and what it is not) 05:57 - What happens with no IPS in place 09:31 - Benefits of a strong IPS 11:57 - Inside the IPS - The Foundation 15:24 - Inside the IPS - The Mechanics 19:39 - Inside the IPS - Specificity 23:24 - IPS red flags 25:28 - Getting started 27:53 - IndiWealth Tribal Treasury Playbook 28:11 - Conclusion and Disclosures Download the IndiWealth Tribal Treasury Playbook here: https://indiwealthmanagement.com/resources/ IndiNations is powered by IndiWealth, a 100% Native-owned registered investment advisory firm focused on helping Tribal Nations and mission-driven organizations align capital with long-term priorities. Learn more at indiwealthmanagement.com