Investment Options


 

Over the past decade, the assets of the Montgomery County Community Foundation and its parent organization, The Community Foundation for the National Capital Region, have grown exponentially, making us one of the largest foundations of any kind in the United States.

 

This record growth demonstrates our unmatched investment and stewardship expertise. Review our many investment options below and see what’s right for you.

 

Investment Options
Our donors may select from among four investment options, all having varying measures of flexibility. These options are:

 

  • Central Investment Fund
    Seeks preservation of principal and is invested in U.S. Treasuries and money market funds.

 

  • Combined Investment Fund
    A pooled fund of the assets of many of the Foundation’s component funds, as well as the component funds of its affiliates. It is managed by Fayez Sarofim & Co. of Houston, TX (growth manager); Southeastern Asset Management, Inc. of Memphis, TN (value manager); and Loomis Sayles, Inc. of Boston, MA (fixed income manager). The Combined Investment Fund’s overall financial objective is to invest assets with limited risk. Funds are invested to provide safety through diversification in a portfolio of common stocks, bonds, cash equivalents and other approved investments that represent varying rates of return. View the Combined Investment Fund profile here. 

 

  • S&P 500 Index Fund
    Invested to mirror the returns of the S&P 500 Index.

 

  • Specially Invested Funds
    Through a special arrangement, The Community Foundation invests these funds with financial consultants, approved by the Investment Committee, at the recommendation of a donor. The Community Foundation has established relationships with Legg Mason, Merrill Lynch, Salomon Smith Barney, Morgan Stanley, Bernstein Co., and Ferris Baker Watts, and continues to develop additional such partnerships. Donors may recommend a financial consultant to The Community Foundation, and conversely, financial consultants may introduce prospective donors to The Community Foundation.