The overall investment approach of the Community Foundation of Greene County is described here. If you would like to discuss investment strategies and policies in more detail, contact the Community Foundation.
Investment Philosophy
• Professional Financial Advisors and Managers are hired by the Community Foundation to handle investments and to meet expectations using the investment policies and guidelines provided by the Community Foundation.
• The Community Foundation maintains strategic yet prudent investor practices and complies with state and federal requirements.
• The Community Foundation positions assets for successful long-term investing.
• All forms of investment risks are monitored and the total principal of the Community Foundation's endowment is preserved.
• The Community Foundation pools its permanent endowment contributions for maximum effectiveness and efficiency.
• Each donor's fund is accounted for separately.
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