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

  • Mike Berchtold, Chair
    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
    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



Tracy Branson Vice President of Finance & Administration

(949) 553-4202 ext. 233