Transparent Fund Management for Maximum Impact

Fund Management & Fees

We take a thoughtful and responsible approach to managing charitable funds to ensure long-term growth and impact. Our financial stewardship is guided by experienced investment professionals and a commitment to transparency.

Investment Management

Our pooled investment portfolio is managed by experienced professionals from Merrill Lynch’s Investment Advisors:

The Evelo, Singer, Sullivan, Bruegge Group
JEMM Global Institutional Consulting Group

These advisors are overseen by the Foundation’s Investment Advisory Committee, which includes respected local community members, many with experience in finance. Our investment strategy balances growth with stability, ensuring that donor funds can make a lasting impact in our community.

Investment Advisory Committee Members

Jack Whalen - Investment Committee Chair

Bill Groth - Waverly Advisors

Walter Wilson - Templeton Creek Wealth Management

Aaron Hufford - City of Hamilton

Dustin McDulin - Corporate Financial Consultant

Joe Belew - Waverly Advisors

Tom Koehler - Retired, Hamilton Brass

Chad Clemons - Edward Jones

Funds that are actively invested through our pooled investment portfolio also pay an investment management fee, which averages less than 0.4% annually. This fee covers the cost of professional investment oversight and fund management.

Learn more about our Investment Advisors View Our Investment Policy

Administrative Fees

A 1% annual administrative fee is applied to all funds under management. This fee helps sustain our nonprofit operations, allowing us to provide personalized donor services, community leadership, and grantmaking support. Your partnership enables us to fulfill our mission of building a better community through creative philanthropy, vision, and leadership.

The Evelo, Singer, Sullivan, Bruegge Group — Merrill Lynch's Evelo, Singer, Sullivan, Bruegge Group