Making Work Optional
- Investment Committee Support
Investment Committee Support
- Investment Committee Support
Turn Complex Investment Decisions Into Clear Strategic Direction
Steering investment decisions for an organisation or family office brings weighty responsibility. While you have deep expertise, the increasing complexity of markets, regulatory requirements and governance demands can make it harder to move forward with complete confidence.
You need more than just market analysis – you need a strategic partner who can strengthen your decision-making process, while maintaining the independence and rigour your stakeholders expect. We help:
- Family offices
- Foundations
- Associations
Sharpen your investment decisions
Add a seasoned voice to your investment committee who asks the right questions and spots what you might have missed – so every decision is properly tested.
Keep your process robust
Don't risk your investment decisions resting on one or two people. We'll help build clear frameworks that stay strong even when your committee members change.
Get the straight talk you need
Get an experienced perspective that challenges your thinking and helps your committee move forward decisively when markets get tough.
- How We Can Help
Whether you need a voting or non-voting expert on your committee, we bring decades of investment experience to your table, sharing practical insights and helping guide better decisions.
Understand exactly where your portfolio stands today and what needs attention. We’ll help you spot the risks you might have missed and find opportunities that make sense for what you’re trying to achieve.
Build a decision-making framework that ticks the compliance boxes but still works in the real world. We’ll help create clear processes your committee can actually use.
Get clear on the principles that guide your investment decisions. We’ll help create a practical charter that keeps everyone aligned and makes decision-making smoother for years to come.
Market research should help you make decisions, not confuse things further. We bring fresh analysis and clear thinking to help validate your investment choices – with no hidden agendas.
Know exactly how your investments are tracking against your goals. We’ll set up a clear monitoring system that flags what matters, when it matters.
Stop having investment meetings that go nowhere. We’ll help get the right information on the table, guide productive discussions and keep things moving between meetings.
Know exactly what risks your portfolio faces – both in markets and behind the scenes. We’ll help spot potential issues early and show you practical ways to handle them – before small issues become big problems.
Make sure your investment decisions make sense to everyone who needs to understand them. We’ll help explain complex choices clearly to your board, beneficiaries and other stakeholders.
Sustainability in investing doesn’t have to be complicated. We’ll help you understand what ESG factors actually matter for your portfolio and how to include them in your investment decisions.
People come and go from investment committees – but your knowledge shouldn’t leave with them. We’ll help set up practical processes to pass on what matters when members change.
Whether you need a voting or non-voting expert on your committee, we bring decades of investment experience to your table, sharing practical insights and helping guide better decisions.
Understand exactly where your portfolio stands today and what needs attention. We’ll help you spot the risks you might have missed and find opportunities that make sense for what you’re trying to achieve.
Build a decision-making framework that ticks the compliance boxes but still works in the real world. We’ll help create clear processes your committee can actually use.
Get clear on the principles that guide your investment decisions. We’ll help create a practical charter that keeps everyone aligned and makes decision-making smoother for years to come.
Market research should help you make decisions, not confuse things further. We bring fresh analysis and clear thinking to help validate your investment choices – with no hidden agendas.
Know exactly how your investments are tracking against your goals. We’ll set up a clear monitoring system that flags what matters, when it matters.
Stop having investment meetings that go nowhere. We’ll help get the right information on the table, guide productive discussions and keep things moving between meetings.
Know exactly what risks your portfolio faces – both in markets and behind the scenes. We’ll help spot potential issues early and show you practical ways to handle them – before small issues become big problems.
Make sure your investment decisions make sense to everyone who needs to understand them. We’ll help explain complex choices clearly to your board, beneficiaries and other stakeholders.
Sustainability in investing doesn’t have to be complicated. We’ll help you understand what ESG factors actually matter for your portfolio and how to include them in your investment decisions.
People come and go from investment committees – but your knowledge shouldn’t leave with them. We’ll help set up practical processes to pass on what matters when members change.
Boost Your Committee's Impact
Make your investment decisions more robust with RFS Advice in your corner.
Frequently asked questions
Capital fund management involves overseeing investment portfolios to optimise returns and manage risk efficiently.
We provide expert analysis, risk assessment and investment strategy recommendations that align with your financial objectives.
Financial advisers offer specialised expertise in investment strategy and portfolio management.
An investment committee financial adviser, like RFS Advice, can assess market conditions and adjust strategies to protect your investments from volatility.
What Clients Are Saying About Us
- Get started
Schedule a Call Today
Get
in
touch
Fill out the form below, and we’ll be in touch to help you take the next step
