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Spartina Resources

Investment Policies

Now that you have some money, what do you do with it, before you spend it?

By David Hehman

Once you’ve raised investment capital, you’ll need to setup parameters for how you can invest the funds until their use. This is typically done through the creation of an “Investment Policy” that you approve as part of your Board meeting and include in your Minutes from the meeting. Here is a sample Investment Policy. Your Bank or Securities firm can also help you here as they will likely help you implement the plan. In general, you want to stay conservative.


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