Investment Expertise

The Foundation’s Investment Committee, a corps of volunteer investment experts listed below, meets a minimum of four times a year and uses the services of Crewcial Partners, LLC for advice regarding asset allocation and manager selection. The Foundation’s Board of Trustees has overall fiduciary responsibility for our investment pool.

Crewcial Partners, LLC provides specialized research, monthly manager performance summaries and quarterly portfolio analysis and reports. It is one of the premier advisors for community foundations and endowments around the country.

Within each asset class, we use world-class investment managers who are expected to outperform an appropriate market benchmark over long periods. This means that, even though our overall portfolio is diverse, each asset class is managed by experts in that particular strategy. In addition, we use market index funds to enhance diversification and moderate our management fees.