See Our Financial Strategy
At the Orange County Community Foundation, we employ a disciplined, transparent process for investing charitable assets that reflects a best-practices approach.
Total assets: $265 million
Grants & scholarships awarded: $60 million
Contributions received: $82 million
As of June 30, 2016
Our process is guided by a team of dedicated professionals who volunteer as members of our Investment Committee. The committee implements a strategy set by the Board of Governors with the guidance of Cambridge Associates investment advisors. The committee ensures that OCCF maintains a diversified portfolio of assets designed to maximize returns while minimizing risk. The Board approves asset allocation and reviews quarterly performance.
Vice President of Finance & Administration
(949) 553-4202 ext. 233
4041 MacArthur Blvd. | Ste. 510 | Newport Beach, CA | 92660
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