Investment Performance

Performance summary for our pooled investment funds

YouthBridge uses a nonprofit organization called Greater Horizons for back office administration and access to institutional quality, low cost pooled investment funds (and we pass those savings on to you!). Greater Horizons provides administrative services on more than three billion dollars in charitable assets for endowments and foundations across the United States.

The operating structure of these pooled funds is similar to common trust funds.  The pooled funds are organized according to asset class and include Money Market, Short-Term Fixed Income, Intermediate-Term Fixed Income and Equity. You may create your own custom asset allocation strategy or select one of the pre-set asset allocation options.

The custodian for the pooled investment funds is National Financial Services, a subsidiary of Fidelity Investments. YouthBridge Community Foundation is not a Registered Investment Advisor, does not provide investment advice and does not receive any compensation related to the investment of agency endowment assets.