Our Investment Approach
The Community 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.
Watch the recording from our 2025 Investment Breakfast, featuring our investment partner FEG, sharing insights on investment approach, new portfolio options, and fund performance at the foundation: