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INVESTING OUR ASSETS |
We have a highly experienced group of board members who serve as our
Finance and Investment Committee. Together, these volunteers represent
over a hundred years of investing experience, often over multiple
economic cycles.
There are two different investment options at the Community Foundation:
- Funds
can be added to our investment pools, and allocated according to the
projected timeline for the fund. We maintain a professionally managed
Equity Pool, a Fixed Income Pool, and a Money Market Pool. Some funds
are completely allocated to a single pool, and other funds are
distributed among different pools depending on the grant-making
recommendations or expenditure requirements for the individual fund
that a donor has created.
- Larger funds can
be individually managed by a professional investment manager. We work
with most of the best investment managers in the Pikes Peak region, so
we can either match you to one of our experts, or create a new
relationship with your trusted investment manager.
We invest
all assets according to a thoughtful, prudent Investment Policy that is
reviewed annually by our Finance Committee and our investment managers.
We invest relatively conservatively for total return over a longer time
horizon, so our investments are less affected by short term volatility
in markets.
Call Bob at 719-389-1251 to receive a copy of our Investment Policy, or
to discuss investment strategy, available investment managers, or our
investment pools.
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