Investment Overview


The Foundation has adopted a Strategic Asset Allocation Strategy that best balances the opportunity for achieving investment return objectives with an acceptable volatility level. The Portfolio will remain invested in percentages that match those called for in the policy.

There is significant evidence that long term investors do not benefit from attempting to earn returns through short term asset class forecasts or market timing. While each asset class and strategy is carefully selected, the focus of the investment process is always on the overall portfolio.

REview the Q2 2021 Investment Overview

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The Foundation is known for its financial strength and sound investment strategies. Donors can rest assured that their funds are prudently managed by the Foundation’s Investment Committee in consultation with our investment advisor, Crewcial Partners LLC (formerly Colonial Consulting LLC).


Committee members have extensive expertise in business, investments and other disciplines. The Committee sets investment strategy, hires outside professional managers and monitors investment performance against portfolio benchmarks, and reports to the Foundation's Board of Directors.

  • Jonathan Lederer, Chair, CFA, U.S. Bank
  • Steve Boutin, Shareholder, Boutin Jones, Inc.
  • Margie Campbell, Chair, President, OSE Properties
  • Bret Hewitt, Community Leader
  • Eric Johnson, Partner, GNT Solutions
  • Renee Nunes Taylor, Community Leader
  • Scott Syphax, President, Syphax Strategic


Crewcial Partners LLC (formerly Colonial Consulting LLC) of New York was retained by the Investment Committee in 2007 to monitor the investment performance of individual managers and to advise the Committee on investment strategy, asset allocation and manager selection. The firm's focus is on advising nonprofit organizations. Crewcial currently advises 146 clients, 34 of which are community foundations, with assets under management of $39 billion. Regional community foundation clients include Silicon Valley Community Foundation, Marin Community Foundation, and The San Francisco Foundation.

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