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
Argyle Street Management Limited
Managing Partner, Heeschen & Associates
Managing Partner, GPalmer & Associates
Andrew Policano, Ph.D.
Professor Emeritus and Former Dean, The Paul Merage School of Business, University of California, Irvine
Managing Director, Rimrock Capital Management, LLC
Total assets: $378 million
Grants & scholarships awarded in 2018: $79 million
Contributions received in 2018: $137 million
As of December 31, 2018