Finance and Investment Committee
Finance & Investment Committee members are stewards of The Community Foundation’s assets. Specifically, members review financial statements and reports, safeguard the organization’s assets, and monitor investment performance.
2021 Asset Managers
The Board of Trustees working through its Finance & Investment Committee, establishes investment guidelines and policies for the management of The Community Foundation’s assets. Fund Evaluation Group (FEG) monitors investment performance of assets held by the following managers in 2021:
- Champlain Investment Partners
- Charles Schwab
- Dimensional Fund Advisors
- Dodge & Cox
- Edward Jones
- EuroPacific (Capital Research)
- Fidelity Investments
- Fred Alger Management, LLC
- Harding Loevner LP
- Key Private Bank
- Merrill Lynch
- Oberweis Asset Management, Inc.
- PIMCO
- Steadfast Financial
- T. Rowe Price
- The Trust Company Family Offices
- Vanguard Investments
- Weatherlow/Evanston Capital Management
- Western Asset Management Company