Our investments are guided by our Board of Directors in compliance with our Investment Policy and investment philosophy  which is prudent stewardship of funds entrusted to Lakeshore Community Foundation for the benefit of the charitable organizations and philanthropists we serve. We are committed to providing the greatest level of support for current as well as future grant making and administrative needs by preserving and growing the purchasing power of our charitable assets over time.

We employ a balanced growth strategy in which our assets are actively invested in equities and fixed income securities. Our investment model is based on a consistent culture, structure, discipline, and active asset allocation. Our primary investment objective is to invest funds with a focus on diversification to help control risk, while achieving long-term growth to offset inflationary impact, and allow for current and long-term support of our charitable purpose.

(Investment performance information available upon request.)