Updated Tuesday, July 29, 2014 as of 12:55 PM ET
Portfolio - Investment Insights
Meetings of the Minds: Planners Use Investment Committees to Build Consensus and Explain Strategies
Monday, October 1, 2012
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Until 2011, Stepp & Rothwell didn't have an investment committee. "Two of our firm's principals would talk to each other about investments and make the decisions," says Kathy Stepp, one of three principals at the financial planning firm, based in Overland Park, Kan. "However, our firm had grown to the point where we wanted more structure, so we formed an investment committee: the three principals plus one of our other financial planners."

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