Berks County Community Foundation is committed to maximizing the long-term growth of our endowed funds in order to support charitable causes and organizations in the community. To achieve this goal, we’ve developed an investment philosophy that emphasizes diversification, long-term growth, and low costs.
Our investment philosophy is based on the belief that diversification is key to achieving long-term growth and managing risk. We invest in a mix of stocks, bonds, and real assets, such as real estate and natural resources, to spread risk and capture growth opportunities across different asset classes.
We also believe in a long-term investment approach. We understand that investments can be volatile in the short-term, but over the long-term, the stock market has historically provided strong returns. Therefore, our investment strategy is designed to capture these long-term returns and provide a steady stream of support for charitable causes and organizations.
In addition, we are committed to keeping costs low. We understand that high costs can eat into returns over time, and we strive to minimize expenses to maximize returns for our donors and the causes they support.
To help us achieve our investment goals, we use Fund Evaluation Group (FEG) as our investment consultant. FEG is an independent investment consulting firm that provides investment advice, research, and due diligence services to a wide range of nonprofit organizations and foundations.
FEG helps us to monitor and evaluate the performance of our investments, and they provide us with regular reports and recommendations to ensure that our portfolio is aligned with our investment philosophy and objectives. They also assist us with researching and selecting new investments, as well as monitoring and assessing the performance of our current investments.
Our investment philosophy is based on the belief that diversification, long-term growth, and low costs are key to maximizing the stability of our endowed funds in order to support charitable causes and organizations in the community. By using Fund Evaluation Group as our investment consultant, we can achieve our investment objectives and ensure that our donors’ gifts continue to make a positive impact for generations to come.
