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Investment Information

Gifts given to the Phelps County Community Foundation become part of a permanent endowment, which means they will benefit our community forever. We invest the gifts we receive so they grow and maximize the resources available to us to address community needs.

Investment Objectives for Endowed Funds

Our investment goals are to preserve the original value of gifts in terms of inflation, and grow our assets as much as market conditions allow so we can address community needs now and in the future. The Community Foundation employs a moderate growth strategy in which 40 percent are invested in equities, 60 percent in fixed income vehicles. We use an investment model based on a consistent culture, structure, discipline and asset allocation. It has produced excellent results in both up and down markets over extended time frames.

Quarterly Investment Performance

For current investment performance information please visit the Phelps County Community Foundation office.

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