We retain Colonial Consulting, LLC as our investment oversight firm which does not invest any part of the Foundation’s pool, but rather monitors investment performance of the money managers. Colonial Consulting also advises Incourage staff and Board of Directors on investment issues, opportunities and manager selection.
Incourage’s endowed asset pool is invested by several different money managers and currently includes: Artisan; Baird; Blackrock; Champlain; Colchester; Community Assets For People; Davis; Dodge & Cox; Eaton Vance; Fidelity; Forester; Harbor; J P Morgan; Lazard; LSV; North Central Community Action Program; Oppenheimer; Prudential; Target; Templeton; TIFF; Touchstone; T. Rowe Price; Vanguard; WoodTrust Bank.
Incourage’s financial and investment documents are available in PDF format below.
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