At the Community Foundation of Middle Tennessee, our top priority is ensuring the long-term growth and sustainability of the charitable funds entrusted to us. After a comprehensive review process, we are excited to announce the transition to our new independent investment consultant, Marquette Associates.
Moving to Marquette Associates as the new portfolio manager offers several key benefits to fundholders:
- Maximized Fund Growth: Marquette’s expertise in asset allocation and disciplined portfolio construction ensures strategic investments that optimize returns. This means faster growth of the charitable funds, which ultimately leads to larger distributions for charitable causes over time.
- Preservation of Donor Capital: Marquette employs risk management strategies that safeguard the principal of the funds. By diversifying investments across multiple asset classes, they reduce the impact of market volatility, ensuring that the funds can continue to support charitable activities long-term.
- Independent, Objective Advice: As an employee-owned, 100% independent investment consulting firm, Marquette has no affiliations with or compensation from investment managers or service providers. This independence allows them to focus solely on the best interests of CFMT and its donors, ensuring unbiased investment decisions.
- Experience with Philanthropic Clients: With 39% of their client base being philanthropic organizations, Marquette understands the unique challenges nonprofits face. Their tailored approach to managing these assets helps CFMT navigate pressures and ensures every dollar is maximized for mission advancement.
- Enhanced Transparency and Accountability: Marquette’s open architecture model means there are no proprietary products or conflicting relationships. All investment decisions are made with full transparency, giving donors increased confidence that their funds are being managed with the highest level of fiduciary responsibility.
- Proven Track Record: With over $382 billion in assets under advisement and decades of experience, Marquette has a proven ability to grow assets and manage risks effectively. Their history of success with institutional investors ensures the foundation is well-positioned for long-term success.
- Tailored Investment Solutions: Marquette’s ability to offer both traditional consulting services and customized OCIO (Outsourced Chief Investment Officer) solutions allows for flexible strategies that can meet the specific needs of CFMT’s fundholders.
This transition reflects our commitment to maintaining the highest level of fiduciary responsibility and adapting our investment strategies to the evolving financial landscape. We believe Marquette’s proven track record will help us further strengthen our ability to grow donor funds, ensure the continuity of our mission, and meet the charitable goals of our donors for generations to come.
We remain dedicated to transparency and prudent stewardship, confident that this partnership will enhance our ability to serve the community well into the future.
James C. Munch
Chief Financial Officer
Questions or Interested in Learning More?
Contact our Chief Financial Officer, James C. Munch to learn more today.
