See Our Financial Strategy

Investment Oversight

Investment Oversight: Diligent, Professional Guidance

At the Orange County Community Foundation, we employ a disciplined, transparent process for investing charitable assets that reflects a best-practices approach.

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.


Investment Committee

Michael Berchtold, Chair

CEO, Berchtold Capital Partners

Richard Gadbois

Argyle Street Management Limited

Paul Heeschen

Managing Partner, Heeschen & Associates

Greg Palmer

Managing Partner, GPalmer & Associates

Andrew Policano, Ph.D.

Professor Emeritus and Former Dean, The Paul Merage School of Business, University of California, Irvine

Paul Westhead

Managing Director, Rimrock Capital Management, LLC

Our Financial Strength

Total assets: $378 million
Grants & scholarships awarded in 2018: $79 million
Contributions received in 2018: $137 million

As of December 31, 2018



Tracy Branson Vice President of Finance & Administration

(949) 553-4202 ext. 233