Hi Justin
These are just some questions that I hope may help you. Please remember, I do not know the situation so this could be totally wrong.
I am wondering what the role of the advisory committee exactly is? This did not seem clear from your posts.
It seems the CFP is set up as the expert and he has final (fiduciary) responsibility. Is this correct?
What is your job within the committee? Why were you chosen? What power do you have (both formal and social)?
Are you exceeding what you were asked to do by coming up with these portfolios and funds? If this is the case, are you alienating yourself from the rest of the group by trying to be the expert and going up against the CFP? The more you push, the less you may accomplish. Also remember, things that happen in the committee could spill over into work.
Even if you succeed and get everything you want, you could still lose. The funds you are suggesting will probably return lower than the CFP’s targets. This could make you the scape goat, even though their money was safer.
Working on a 25 person committee usually means what is right and what you can accomplish are two different things. The best you may be able to get is a percentage of what you want.
I might try working with the CFP on your concerns such as a balanced portfolio, risk, volatility, fund fees (not the CFP’s), and turnover within the portfolio and the individual funds. I might be inclined to rely on the CFP’s knowledge (whatever that is) and allow him to do his role in the this situation. While at the same time, influencing him closer towards your way of thinking.
If this does not fit, please ignore.
Mike