Investment Process

The investment process is driven by a board-appointed Investment Committee, a group of dedicated volunteers with many years of collective experience in investment management. The Investment Committee oversees the management of assets of the foundation available for investment.

The committee works with Colonial Consulting, LLC, a consulting firm specializing in endowments. The consultant provides expert guidance on asset allocation, manager selection, performing reporting and other special projects as requested. Quarterly meetings are held with the Investment Committee and Colonial Consulting, LLC where asset allocations, market, manager and portfolio performance is reviewed.