The Yolo Community Foundation’s affiliation with the Sacramento Region Community Foundation (SRCF) provides us with resources in pulling our financials together to create better investment. Our investments are done with the SRCF and the investment overview can be downloaded here, as well as seen on their website.
http://www.sacregcf.org/about-us/newsroom/financials/investment-overview/investment-overview/
Investment Overview
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, Colonial Consulting, LLC.
Investment Committee
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 SRCF’s Board of Directors.
- William Niemi, Chair, CEO, Niemi Development Partners, LLC
- Scott Syphax, Vice-Chair, President, Syphax Strategic
- Steve Boutin, Shareholder, Boutin Jones, Inc.
- Margie Campbell, President, OSE Properties
- Bret Hewitt, Executive Director, Tuleyome
- Eric Johnson, Partner, GNT Solutions
- Jonathan Lederer, CFA, Lederer Private Wealth Management, LLC
Investment Consultants – Colonial Consulting
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. Colonial currently advises 137 clients, 34 of which are Community Foundations, with assets under management of $36 billion. Regional community foundation clients include Silicon Valley Community Foundation, Marin Community Foundation, and The San Francisco Foundation.