Committed to clients, focused on results! Get Started

Board & Investment Committee Member Services

Our Advisors understand the importance of maintaining a long lasting business relationships with clients to deliver specific solutions.

Board & Investment Committee Member Services Overview

Board and investment committee service requires more than industry knowledge. It demands judgment, accountability, and the ability to ask difficult questions when consensus pressures exist.

Robert brings 30 years of institutional investment experience to board roles. He served as CIO managing $10 billion in pension assets. He built investment programs, navigated market crises, and earned stakeholder trust through transparent decision-making and results.

As a board or committee member, Robert focuses on governance that protects long-term interests. He challenges assumptions, evaluates risk frameworks, and ensures management recommendations align with organizational objectives. His questions cut through complexity to expose what actually matters.

Organizations benefit from independent directors who understand investment operations at a technical level but serve fiduciary obligations first. Robert provides that combination. He has lived the pressures CIOs face, understands what boards need to know, and recognizes when oversight needs to push harder.

Key Benefits

Boards need members who understand institutional investments at an operational level while maintaining independent oversight. Robert provides CIO expertise combined with governance discipline, ensuring your board can evaluate complex investment decisions and hold management accountable.
What type of clients do you work with?
shape-donut-1
Looking beyond numbers to create a plan!

Institutional investment expertise focused on what matters

01.
Independent Guidance

We provide conflict-free advisory services. No affiliated products. No database fees from managers. Our recommendations serve your interests alone.

Explore More
02.
CIO-Level Experience

30 years managing and advising institutional portfolios. We have built investment programs, navigated market crises, and earned board trust through results.

Explore More
03.
Strategic Focus

We address the decisions that drive long-term outcomes. Asset allocation, private markets structure, governance design, and risk management frameworks.

Explore More
04.
Practical Implementation

We work within your existing resources and constraints. No theoretical frameworks. No cookie-cutter solutions. Just actionable advice that fits your organization.

Explore More

No matter how big you are and in what industries you work, we can help you work smarter and help achieve business goals.

When our customers succeed, so do we!!

What Our Customers Feel About Our Services!

We advise institutional investors on asset allocation, private markets, and governance. Our work is built on 30 years managing $10 billion as CIO and advising on $50 billion in pension assets.
Our specialist team understands the importance of maintaining a lasting relationships with clients to deliver specific investment solutions.
Contact Us