Investments

INVESTMENTS

ETCF’s investment strategy is designed to provide a predictable and stable total return for grant-making while maintaining the purchasing power of the Foundation’s assets over the long term, with the goal of enabling our donors to achieve both their philanthropic and financial objectives.

Our investment committee, made up of volunteer professionals in the investment and financial industry, works closely with a professional investment consultant to guide the investment strategies of the Foundation.

INVESTMENT STRATEGY

Our Investment Strategy: To meet the philanthropic objectives of various donor funds, investments can be placed into one of six professionally managed portfolios:

 Conservative
80% Bonds
20% Equities

Conservative Index
80% Bonds
20% Equities

 Moderate
40% Bonds
60% Equities

 Growth
20% Bonds
80% Equities

 Moderate Index
40% Bonds
60% Equities

 Growth Index
20% Bonds
80% Equities

Portfolio Selection: Nonprofit endowment funds and scholarship funds are typically invested in the Moderate Portfolio. Donors contributing funds with balances of $500,000 or more may recommend that the funds be invested with an outside manager. All outside managers must be approved by the Foundation’s Investment Committee and must agree to abide by the Foundations Investment Policy.

ADDITIONAL RESOURCES

Investment Committee Members

Investment Chair - Alan Roseman, CPA, CFP, CAP, Owner, Roseman Wealth Advisors

Steve Roosth, President, Roosth Production Company
Scott Terry, Retired
James Richard Allen, CPA, Henry and Peters, P.C.
Doug Bolles, Partner, Wealth Manager, WorthPointe Wealth Management
Garnett Brookshire, President Peoples Petroleum
Richard Perryman, Retired