A fund established with the Berrien Community Foundation is invested by alliance managers monitored by the Fund Evaluation Group, a firm that works closely with several community foundations and other nonprofit organizations. Alliance managers include A.G. Edwards, Chemical Bank, Pershing, RMB Capital Management, and Stifel Nicolaus. Endowment funds are invested for growth (70% equities, 30% fixed) with a total return goal over time of 5% plus our administrative fee plus inflation. Nonendowed funds are kept liquid.

The Investment Committee of the Berrien Community Foundation and the Board of Trustees of the Berrien Community Foundation review the investment performance of all funds on a regular basis to ensure that our communities assets are being well served.

 

For more information, contact

Nanette Keiser, Ed.D., President

NanetteKeiser@BerrienCommunity.org

269-983-3486 or 269-983-3304, ext. 1