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Professional Advisors

The Community Foundation’s portfolio is governed by a Finance/Investment Review Committee appointed by the Board, consisting of some of the area’s leading professionals in finance, financial planning,accounting, banking, and investments.  The Board has retained the services of the Bogdahn Group, a nationwide consulting firm that provides guidance on the selection and performance of fund managers; Bogdahn has more than $2 billion in total under management. This consultant team meets with the Foundation’s Committee each Quarter to review the portfolio performance, and since its inception this contract arrangement has helped the Community Foundation routinely rank in the top ten percentile of all foundation portfolios nationwide.