See Our Financial Strategy
Investment Oversight
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
- Mike Berchtold, Chair
CEO
Berchtold Capital Partners - Richard Gadbois
Argyle Street Management Limited - Paul Heeschen
Managing Partner
Heeschen & Associates - Douglas Hodge
Former CEO of PIMCO and Managing Partner of 7|H|S Capital LLC - Timothy J. Kay
Partner
Snell & Wilmer - Greg Palmer
Managing Partner
GPalmer & Associates - Dr. Andrew Policano
Dean’s Leadership Circle
Endowed Professor & Director
Center for Investment & Wealth Management
UC 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
HAVE QUESTIONS?
Tracy Branson Vice President of Finance & Administration(949) 553-4202 ext. 233
Email Tracy