The general investment objectives of the Community Foundation are to establish a broadly diversified portfolio to meet the return objectives and to provide a relatively stable, inflation-adjusted, annual payout to support the Foundation’s defined spending rate. The Foundation employs an independent consultant, Mason Investment Advisory Services, Inc. to assist in managing the portfolio.

toggle_openLearn more about our Mason Investment Advisory Services.

scott-george

Scott George
Chief Investment Officer

barry-beach

Barry Beach
Senior Portfolio Manager

greg-druehl

Greg Druehl
Senior Investment Consultant

 

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