Investment Committee

Investment Committee

Investment Committee

Our Investment Committee is responsible for setting investment policy, selecting investment managers, and overseeing portfolio performance. The committee meets quarterly and includes our most senior investment professionals.

Committee Responsibilities

Committee Members

👩‍💼

Sarah Chen, CFA®, MBA

Chief Investment Officer (Chair)

👨‍💼

Michael Anderson, CFP®, CFA®

Chief Executive Officer

👨‍💼

James Patterson, CFA®

Portfolio Manager

Investment Process

The committee follows a rigorous process for all investment decisions:

  1. Research: Comprehensive analysis of investment opportunities
  2. Due Diligence: Detailed evaluation of managers and strategies
  3. Discussion: Committee debate and analysis
  4. Decision: Formal vote on recommendations
  5. Implementation: Execution of approved strategies
  6. Monitoring: Ongoing oversight and performance review

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