---
title: "Sample Professional Association Investment Policy"
id: "60619"
type: "post"
slug: "sample-professional-association-investment-policy"
published_at: "2007-06-27T09:00:00+00:00"
modified_at: "2026-11-04T19:21:13+00:00"
url: "https://associationsnow.com/2007/06/27/sample-professional-association-investment-policy/"
markdown_url: "https://associationsnow.com/2007/06/27/sample-professional-association-investment-policy.md"
excerpt: "A sample investment policy for a professional association that sets goals for safety, liquidity, and return, and defines operating, intermediate, and long-term accounts with eligible investments for each."
taxonomy_category:
  - "Operations"
taxonomy_post_tag:
  - "Association Operations"
  - "financial management"
  - "investment"
  - "PDF"
  - "The Sample Center"
taxonomy_content_format:
  - "Templates"
taxonomy_role:
  - "Association CEO / Executive Director"
  - "C-Level"
taxonomy_persona:
  - "Executive Leadership"
---

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Tags: [#Association Operations](https://associationsnow.com/tag/association-operations/)
 [#financial management](https://associationsnow.com/tag/financial-management/)
 [#investment](https://associationsnow.com/tag/investment/)
 [#PDF](https://associationsnow.com/tag/pdf/)
 [#The Sample Center](https://associationsnow.com/tag/the-sample-center/)

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