Investment Committee

Similar to most of our clients, our internal Investment Committee consists of both tenured industry professionals (including 3 CFA Charterholders) and layperson volunteers.  They review the investment process and make recommendations regarding asset allocation, manager selection and overall investment strategy.

We find the questions asked by our committee members are often the same as those asked by our clients and researching those questions makes us better at our job. We also believe that a wide, diverse range of experience outside of investing can provide unique insights that would otherwise be missed.