Investment Management

The Foundation retains SEI, a global provider of asset management, investment processing and investment operations solutions. With over 48 years as a leading innovator in wealth management, SEI has $648 billion in assets under management or administration. SEI reduces investment and administrative challenges by leveraging assets to maximize capabilities, cut costs, and meet philanthropic objectives.

The Investment Committee members are CVCF board members and community members with significant business, accounting and investment management experience. The committee is responsible for governance and best practices in overseeing the investment management of the Community Foundation’s portfolio. The top priority is risk control and the committee establishes a target asset allocation and monitors the investment performance.

Committee Members:

  • Rod Thorton, Chair, Senior Financial Services Representative, Principal Financial Group
  • Karen Musson, COO, Gar Tootelian, Inc.
  • Justin Vartanian, Financial Advisor, Brouwer DeJong and Associates
  • Jim Maxwell, CVCF Board Member
  • Bill Lyles, President, Lyles Diversified
  • Bob Kolbert, Financial Consultant, LPL Financial
  • Jeff Jaech, Attorney, Baker, Manock and Jensen, PC

Investment Returns – Long Term Investment Performance

YTD – 6/30/16 1 Year 3 Years 5 Years 10 Years
Total Portfolio Return -0.04 7.01 6.15 6.65


All financial information is disclosed annually through an independent audit and published in our annual report. Donors receive a quarterly fund statement that includes all fund activity and portfolio investment results. The Finance Committee is responsible for the oversight of the financial health of the Community Foundation, including preparing the annual budget and assuring that short and long-term goals can be met.

Committee Members:

  • Carole Andersen, Managing Director, Deloitte
  • Alan Pierrot, CVCF Board Chair
  • Larry Powell, Retired Fresno County Superintendent of Schools
  • Justin Vartanian, Financial Advisor, Brouwer DeJong and Associates
  • Jim Maxwell, CVCF Board Member
  • Doug Morgan, President, Morgan and Company

Contact us for more information on investment or finance operations

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