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.
Michael Berchtold, Chair
CEO, Berchtold Capital Partners
President, Ueberroth Family Foundation
Co-Founder and Trustee, Golden Eagle Foundation
Argyle Street Management Limited
Managing Partner, Heeschen & Associates
Trustee, UCI Foundation
Managing Partner, GPalmer & Associates
Paul C. Westhead
Managing Director, Rimrock Capital Management, LLC
Total assets: $405 million
Grants & scholarships awarded in 2019: $69 million
Contributions received in 2019: $85 million