The Key Biscayne Community Foundation’s Investment Committee provides oversight, guidance and direction regarding the investment of the Foundation’s assets.
Investment Committee
Investment Plans to Meet Your Needs
The Investment Committee is committed to these principles:
- Protecting the corpus of the Foundation.
- Preserving the spending power of the income from the fund.
- Maintaining a diversified portfolio of assets in order to meet investment return objectives while keeping the level of risk commensurate with that of the median fund in a representative foundation and endowment universe.
- Complying with applicable law.
The Key Biscayne Community Foundation Investment Committee is composed of leading financial advisors and successful business leaders. The KBCF Investment Committee recognizes that no single investment plan can meet the needs of every fund.
That’s why we offer a variety of investment options, designed for different levels of risk tolerance and investment time horizons, so that each donor can meet their unique philanthropic objectives.
Investment Options Investment Strategy