Our Investment Approach

The Foundation serves the investment needs of a variety of constituencies, including donor-directed and other funds. We strive to provide outstanding, risk-adjusted returns recognizing an appropriate level of risk, diversification and the long-term nature of the funds under our care. Performance is measured over three- to five-year periods. We are willing to tolerate short-term volatility to achieve this longer-term goal. Asset allocation is flexible within our long-term investment horizon and as guided by policy.

Investment Reports and Policies

Asset Allocation

asset allocation pie

Portfolio Performance

After investment management fees as of June 30, 2020.

portfolio performance chart

Average Annual Return

average annual return

To learn more about the Community Foundation’s investment approach, please contact Jan Dorman.