The Wichita Falls Area Community Foundation offers investment options, each designed to meet a range of philanthropic goals and time horizons. Our investment strategies are carefully designed to maximize return and minimize volatility. Investments are monitored regularly by the Community Foundation’s Finance Committee and Investment Advisors and governed by our Investment Policy Statement, which follows Community Foundation best practices. The Policy is available upon request. The Community Foundation will maintain your fund’s investment allocation through regular monthly rebalancing.
Fund Overview
Objective:
The objective of the Capital Preservation Pool is focused on preserving capital through investments in cash equivalent securities, such as money market funds, certificates of deposit, and short-term government notes.
Annual Investment Management
Approximate Cost Range:
0.20%
Allocation Target:
Fund Asset Classes:
- Money Market
- Short Duration Bonds
- Cash & Equivalents
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Fund Overview
Objective:
The Fixed Income Pool focuses on capital preservation, serving as the primary objective. Pool assets are invested in a globally diverse portfolio of traditional fixed income instruments.
Annual Investment Management
Approximate Cost Range:
0.30% – 0.53%
Allocation Target:
Fund Asset Classes:
- Money Market
- Short Duration Bonds
- Cash & Equivalents
- US Bonds
- Preferred Securities
- High Yield Bonds
- Floating Rate
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Fund Overview
Objective:
The Conservative Pool is designed with a near-term investment horizon, with capital preservation the primary goal and growth secondary. Pool assets are invested in a globally diverse portfolio of traditional fixed income instruments and some high-quality equities.
Annual Investment Management
Approximate Cost Range:
0.44% – 0.55%
Allocation Target:
Fund Asset Classes:
- Money Market
- Short Duration Bonds
- Cash & Equivalents
- US Bonds
- Preferred Securities
- High Yield Bonds
- Floating Rate
- Domestic Equity SMAs & Mutual Funds
- International Equity SMAs & Mutual Funds
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Fund Overview
Objective:
The Moderate Pool aims to seek both capital appreciation and income in a balanced portfolio allocation. Pool assets are invested in a globally diverse portfolio of high quality traditional equities and fixed income instruments along with select alternative investments, including exposure to private equity and private credit.
Annual Investment Management
Approximate Cost Range:
0.44%- 0.63%
Allocation Target:
Fund Asset Classes:
- Money Market
- Short Duration Bonds
- Cash & Equivalents
- US Bonds
- Preferred Securities
- High Yield Bonds
- Floating Rate
- Domestic Equity SMAs & Mutual Funds
- International Equity SMAs & Mutual Funds
- Hedge Funds
- Private Equity
- Private Credit
Learn more about this investment option:
Fund Overview
Objective:
The Equity Aggressive Pool is designed to be a long-term investment, with capital appreciation as its primary goal. Pool assets are invested in a globally diverse portfolio of high-quality traditional equities and select alternative investments.
Annual Investment Management
Approximate Cost Range:
0.38% – 0.59%
Allocation Target:
Fund Asset Classes:
- Money Market
- Short Duration Bonds
- Cash & Equivalents
- US Bonds
- Preferred Securities
- High Yield Bonds
- Floating Rate
- Domestic Equity SMAs & Mutual Funds
- International Equity SMAs & Mutual Funds
- Hedge Funds
- Private Equity
- Private Credit
Learn more about this investment option:
If no allocation is chosen, the Moderate Pool will be the default position. Future contributions will be invested according to the allocation specified above. Investment allocations can be changed through written instruction once per year or upon a significant change in charitable goals and time horizon for depleting the fund.
Please contact Becky Schroeder at bschroeder@wfacf.org or 940-766-0829 if you have any questions or need further details about the pools.
