Our goal is to invest charitable assets for growth while preserving capital. OCCF manages investments to maximize returns and minimize risk. A diversified portfolio of stocks, bonds, mutual funds and alternative investments ensures philanthropic investments endure through good times and bad.
Steady growth helps minimize risk to build lasting resources, rather than changing strategy based on short-term market conditions.
Funds are combined for investment to leverage efficiencies. This allows smaller funds access to more sophisticated investment vehicles that might not otherwise be possible.
Diversification increases the likelihood of meeting or exceeding the fund’s desired return during market fluctuations.
Each fund is tracked individually. Comprehensive statements are issued on a quarterly basis, and all information is available anytime through the Donor Portal.