The Foundation’s assets are well-diversified using a long-term strategic approach.
Investment Committee — Monitors performance, asset allocation, manager allocations and manager style adherence.
Colonial Consulting, LLC — Colonial Consulting is a leading investment consulting firm that focuses on assisting not-for-profits achieve strong investment returns. With their experience, expertise, and in-depth research, they provide valuable investment advice and support our Investment Committee so that the Foundation can meet its long-term mission.
Colonial Consulting produces monthly performance reports for the Foundation, reviews all manager written reports and portfolios and immediately communicates any problems or concerns to the Committee.
Call Mary Ellen Markowski to ask about starting a fund:
¹The Target Asset Allocation Benchmark is a weighted average of market indices using the Foundation’s strategic asset allocation through time. Comprised of 30% S&P 500, 9% Barclays Intermediate Govt/Corp, 16% MSCI EAFE, 9% Citi World Govt Bond, 7% CPI + 5%, 10% Russell 2500, 5% MSCI Emerging, 5% NCREIF Real Estate, 5% JP Morgan GBI-EM Global Diversified, 4% HFRI Multi-Strategy.