The Foundation utilizes Concord Advisory Group as our trusted partner for investment management services. The Foundation’s investment programs serve our partner organizations to provide annual income and financial wellness and serve individual donors to meet their philanthropic aspirations and legacy goals.
Concord is an Investment Advisory Group focused on faith-based nonprofit services by providing strategic advice to staff, our Investment Committee, and our Board of Directors to improve the performance of our investment services.
The Foundation’s investment services include endowment funds, donor advised funds (DAFs), and reserve funds, each with their own targeted performance strategy. Concord has more than thirty years of experience assisting their partners in managing the balance between spending policy and corpus growth while navigating the challenging factors of socially responsible investing (SRI).
Concord consistently monitors market trends and evaluates selected investment manager performance for each of our time-horizon based portfolio solutions and rebalances annually to achieve established target returns for each portfolio.
Our partnership with Concord allows us to include best-in-class investment managers in the Foundation’s portfolios and consistently screen for Catholic values, achieving a current portfolio rating of 99.6% compliance with USCCB guidelines.
