Fund Management Options

Endowment Fund

The Foundation Endowment Fund provides diversification for accounts with long term objectives. Assets of this fund include high quality fixed income instruments, common stocks, preferred stocks, managed futures, and cash equivalents with an approximate allocation of 40% to fixed income, 35% to common equities,15% to preferred equities, and 10% to managed futures. The Endowment Fund has a five year average return target of 8.0%.  It also provides consistent income in the form of a quarterly dividend.  This fund is recommended for accounts with at least a 5 year investment horizon.

Income Fund

The Foundation Income Fund provides a positive income flow from interest on high quality corporate and government bonds. The fund minimizes volatility by not being exposed to the equities while striving to gain greater return than a cash or cash equivalent investment. This fund is reommended for accounts with at least a 2 year investment horizon.

Enhanced Cash Fund

The Foundation Enhanced Cash Fund is maintained to facilitate the management of funds for various accounts and provide preservation of capital, liquidity of investments, and withdrawal requests. This fund is recommended for accounts with a 2 year or less investment horizon.

GuideStone Funds

The SBTC Foundation makes GuideStone Funds available to your ministry. GuideStone Funds is a family of Christian-based, socially screened mutual funds for individual and institutional investors. With GuideStone Funds, SBTC ministries can make their own asset allocation and withdrawal decisions according to their individual fund management needs.

Please contact me with more information about Fund Management. 

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For Investment Guidelines, click here.
For Investment Policy Statement, click here.

For Performance Information, click here .