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When markets are noisy and unpredictable, it’s natural to wonder: Is anyone keeping an eye on this?
At Juniper, the answer is a confident yes. And much of that work happens in our Investment Committee.
This post is here to pull back the curtain and show you what the committee does, who’s involved, and—most importantly—why it matters to you.
What is an Investment Committee?
Our Investment Committee (officially called the Investment Policy Committee or IPC) is a formal group responsible for overseeing the investment decisions and frameworks we use to manage your portfolio.
It meets four time a year to review our strategy from the ground up—ensuring that the portfolios we build remain aligned with your financial goals, current market realities, and the best research available.
We also meet more regularly for feedback sessions with our investment partners at PortfolioMetrix, especially when markets shift or when we’re reviewing fund performance or rebalancing opportunities.
Think of it as an experienced crew reviewing the flight plan, checking the instruments, and making sure we stay on course—no matter the weather.
Who’s Around the Table?
Our Investment Committee includes:
- Jon Doyle – Founder and Financial Planner at Juniper Wealth
- Members of the Juniper advisory team – Bringing real insight from client conversations and planning work
- Phil Wellington, Investment Director at PortfolioMetrix – A seasoned investment specialist who brings technical expertise, performance analysis, and insight from global research teams
This blend of technical knowledge and client-facing experience helps us make decisions that are not only financially sound, but grounded in the real lives and goals of the people we serve.
What Do We Review?
Every meeting follows a clear and robust agenda, structured around our Investment Policy Statement (IPS). This document guides how we manage investments on your behalf, and we revisit it regularly to ensure it stays relevant and aligned with your needs.
Here’s what we typically cover:
Asset Allocation & Market Conditions
We assess how markets have performed, where risks and opportunities may lie, and whether any changes are needed to maintain the right balance of equities, bonds, and other assets.
Investment Philosophy & Risk Mapping
Are our assumptions about inflation, interest rates, and economic growth still valid? Do they still match how we’re advising clients to invest? We compare our thinking to real-world conditions and regulatory expectations.
Model Portfolios & Fund Selection
We review how the portfolios have performed, how underlying funds are behaving, and whether any fund changes are needed. PortfolioMetrix provides detailed performance and cost data so we can make informed decisions.
Client Impact & Regulatory Compliance
We ensure everything aligns with Consumer Duty obligations and continues to deliver fair value, suitable outcomes, and clarity for clients.
Why This Matters to You
You may not attend these meetings—but the outcomes directly affect your financial plan.
Whether it’s a rebalance triggered by market changes, a fund replacement due to underperformance, or an insight that informs your next review—our Investment Committee plays a central role in protecting and progressing your investments.
This process helps turn moments of market noise into calm, deliberate action. It ensures we don’t make reactive decisions but instead apply long-term discipline and evidence-based thinking.
We are, quite literally, investing your money the way we invest our own—guided by research, framed by structure, and always in service of your goals.
