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Investment Management

WCF / ABOUT  / Numbers / Investment Management

Investment Managment

INVESTING FUNDS FOR THE BEST RETURNS IS CRITICAL TO OUR MISSION, AND TO ACHIEVING THE PHILANTHROPIC GOALS OF OUR DONORS. WE STRIVE TO MAXIMIZE INCOME WHILE ENSURING THAT WE ARE MANAGING FINANCIAL RISKS PRUDENTLY.

PHILOSOPHY

Our investment philosophy is fairly typical for community foundations. Our long-term goal is to assure a long-term rate of growth sufficient to offset normal inflation, administrative fees, and management fees (if any), plus reasonable, regular distributions. Any income over the amount available to spend stays in the fund to make up for the years in which the overall returns fail to meet our goal.

The Foundation’s Investment and Finance Committee approves and monitors all investments on a regular basis. The Foundation Board of Directors receives regular reports on all its financial activities. The Investment and Finance Committee is composed of four board members and two community members, all of whom have strong business and/or investment backgrounds.

INVESTMENT & FINANCE COMMITTEE:

Earl Benson
Professor, Department of Finance and Marketing, Western Washington University

Kira Bravo, CPA – Committee Chair
Partner, Moss Adams

Kevin DeYoung, Partner
Larson Gross

Karen Sloss, CFP®
Financial Advisor, Cetera Advisor Networks

Tim Vail, AWMA®, AIF
Wealth Management Advisor, Northwest Capital Management

Gary Barnett

APPROACH

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SECTION

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SECTION

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SECTION

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SECTION

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SECTION

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