Structured IC participation, whether you need a chair, an additional voice, or someone to run the operational cadence of agendas, packs and follow-through.
Preparation, decisions and follow-through on a defined rhythm. Not a meeting that exists for the sake of compliance.
Whether chairing or participating, we bring structured thinking and independent perspective to your committee discussions.
Agendas, meeting packs and supporting materials prepared ahead so time is spent on decisions, not background reading.
Minutes, action items and accountability tracking so decisions don't fall between meetings.
The level of involvement is scoped to what your firm needs. Some committees want a chair. Others want someone to run the operational discipline between meetings. We do both.
IC chairing or independent participation
Agenda setting and meeting scheduling
Meeting pack preparation and distribution
Minutes and decision documentation
Action tracking and follow-through
Periodic IC effectiveness review
This service suits firms that want their investment committee to operate with more structure and consistency, or firms that want to add independent capability without hiring a full-time resource.
If you are currently…
A structured path from committee review to ongoing operational support.
We review your current committee structure, membership, frequency, documentation and effectiveness.
We establish the meeting rhythm, agenda framework, pack structure and documentation standards that fit your firm.
We attend, chair or support meetings on the agreed schedule. Packs prepared, minutes documented, actions tracked.
Every engagement begins with an honest assessment of where your firm is and where the pressure sits.
Yes. We can serve as independent chair or as a participating member alongside your existing team. The role is defined in the engagement scope.
Most firms operate on a quarterly cycle. Some meet monthly depending on the complexity of their investment arrangements. We help determine the right cadence for your firm.
We can help you establish one. That typically includes defining the charter, membership, terms of reference and operating rhythm as part of the governance framework service.
That’s determined by your committee charter. We can participate as a voting member, an advisory member or as chair depending on what your firm prefers.