INVESTMENT POLICIES

Our investments returns consistently outperform the industry benchmarks used for comparison.

The Community Foundation seeks to achieve superior returns while preserving and growing our asset base through an investment strategy that avoids speculation but takes on prudent risk. Wise allocation of assets between equities and fixed income instruments, and diversity of investments within these sectors continually produce results that outperform the market.

The Foundation engages solid institutions and proven investment managers to advise and implement its investment strategy. A committee of experienced and savvy financial professionals from the Community Foundation's Board of Directors provides direction and oversight to the Foundation's investment strategy - reviewing investment performance quarterly and making adjustments that take advantage of current economic and market conditions.

Click here for Investment Policy PDF