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Investment Management

Contributions of all sizes to funds held at the Community Foundation help to empower thoughtful philanthropic investment in our community and beyond. Since 1989, donors have trusted us to intelligently manage and responsibly allocate charitable resources. Together, much has been accomplished, and all of our lives have been enriched.

Investment
Objective & Philosophy

Prudent stewardship of funds is our guiding principle and priority. We manage our philanthropic assets with due regard to preservation and growth of principal and management of risk to provide a long-term source of funding that effectively serves fund holders and nonprofits alike.

In pursuing this strategy, the Foundation relies on the professional judgment of its investment advisors with local oversight by a knowledgeable and experienced Investment Committee.

How Our Investment Management Works

Working with professional investment advisors and managers, the Foundation employs modern endowment portfolio management with a focus on risk-adjusted returns. Our principal advisor, Canterbury Consulting, ensures independent investment policy implementation and consistent execution.

The scale provided by the Foundation’s pooled investments offers the opportunity to work with best of breed managers across asset classes and access to advisors, managers and investment options that would not otherwise be available, enhancing portfolio diversification and risk management. We adhere to a board-approved Statement of Investment Objectives and Policies, the Uniform Management of Institutional Funds Act and the Uniform Prudent Investor Act.

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Management Fees

The costs associated with investment management are allocated proportionally to the individual Endowment and Investors Circle funds that hold those investments. Investment management fees, which may vary over time with changes in the asset mix, currently total approximately 1% of assets under management.

Have Questions?

For information on our Investment Policy, Investment Committee, or investment management and related fees, please contact Karen Coleman at (307) 739-1026.

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