Investment FAQ

 

Foundation fund holders may recommend how their fund is invested among several investment strategies at the time the fund is established.  An investment committee comprised of volunteer leaders from the community meets quarterly to monitor investment performance and to oversee the investment strategies for its assets. We are currently served by SEI for our investments.

 

Click here for the most current performance report.

Click here to update your investment preferences.

 

Asset Allocation Models


Click here for full visual. 

What is SEI?

 

Since 1968, SEI has been a leader in the investment services industry, recognized for its history of innovation. Throughout this nearly 50-year history, their mission has remained constant: to help clients achieve continued success by developing consistently relevant solutions delivered through an outstanding client experience. Many of their solutions are unique, combining advice, investments, technology, and operations into comprehensive solutions designed to help professional wealth managers improve their business success; institutional investors make better financial decisions; and private clients achieve their life and wealth goals. Click here for more information about SEI.

  • SEI Reports Third-Quarter 2019 Financial Results

    OAKS, Pa., Oct. 23, 2019 – SEI Investments Company (NASDAQ:SEIC) today announced financial results for the third-quarter 2019. Diluted earnings per share were $0.86 in third-quarter 2019 compared to $0.80 in third-quarter 2018.