Consultants

The general investment objectives of the Community Foundation are to establish a broadly diversified portfolio to meet the return objectives and to provide a relatively stable, inflation-adjusted, annual payout to support the Foundation’s defined spending rate. The Foundation employs an independent consultant, Mason Investment Advisory Services, Inc. to assist in managing the portfolio.

Learn more about our Mason Investment Advisory Services.

Scott George
Chief Investment Officer
Barry Beach
Senior Portfolio Manager
Greg Druehl
Senior Investment Consultant