The Community Foundation has adopted a balanced investment strategy for all its assets. These guidelines are available in the Foundation's Investment Policy Statement.

All investments of The Community Foundation are overseen by a pro-bono Investment Committee, comprised of principals in a number of local investment firms and banks. That committee conducted an extensive search in the fall of 2003, and recommended that the Foundation use the services of the local investment advisor firm Baydush Simon Weaver.

Baydush Simon Weaver charges the Foundation a maximum of 40 basis points at the present time. As the funds under management hit certain milestones, that fee will go down. All funds are billed directly on a quarterly basis.

The Foundation is proud to report compound annual returns of 11.3 percent since January 1993. Our benchmark for that period is 8.9 percent.