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

 

Vicki Booth
President, Ueberroth Family Foundation

 

Wendy Cupps
Co-Founder and Trustee, Golden Eagle Foundation

 

Richard Gadbois
Argyle Street Management Limited

 

Paul Heeschen
Managing Partner, Heeschen & Associates

 

Kristen Monson
Trustee, UCI Foundation

 

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: $405 million
Grants & scholarships awarded in 2019: $69 million
Contributions received in 2019: $85 million

Share

HAVE QUESTIONS?

Tracy Branson, CPA
Chief Financial Officer
Finance & Administration

(949) 553-4202 ext. 233