To safeguard your clients’ Delaware County charitable investments, the foundation employs a prudent investment strategy and fiscal policies aimed at long-term growth of endowment principle.

Our goal is to achieve growth that beats the rate of inflation and traditional fee costs while assuming prudent risk.

Our professional investment managers meet at least quarterly with the foundation’s investment committee. They assess performance and adjust strategies and approaches as needed.

Recently, the foundation moved 65% of its investments into a menu of environmental, social and corporate governance (ESG) funds to align our investment strategy with the foundation’s mission.

Learn more about clients’ Delaware County charitable investments.

For more information regarding investments, please email our president, Frances Sheehan, or call her at 610-744-1011.


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