Arizona Community Foundation of Yavapai County
300 E Willis St Ste B
Prescott, AZ 86301
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- Professional Advisiors
Yavapai Community Foundation
Founded in 1994 as an affiliate of the Arizona Community Foundation, the Yavapai County Community Foundation is a permanent philanthropic endowment currently managing more than 50 funds totaling nearly $16 million in assets. It secures, manages and allocates donors' gifts for charitable purposes in Yavapai County while working to improve the quality of life for local residents.
Investment Management & Financial Information
The prudent investment of assets is central to ACF’s responsibilities. Our reputation and capacity for serving the community are directly tied to our ability to conserve capital and secure a positive return for charity.
To meet its investment objectives for endowed funds, ACF follows a strategy of long-term total return. Investments are diversified to avoid any single security or class of securities having a disproportionate impact on the total portfolio.
This monthly report, provided by Stratford Advisory Group, shows the investment performance of the Arizona Community Foundation's three investment pools. For the Long Term Pool, the performance of relevant market benchmarks are provided for context.