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The Episcopal Foundation of Dallas has over 55 years of proven, successful investment management history responding effectively to changing economic, business and investment market conditions. The Foundation offers Episcopal parishes and individuals a wide range of financial services and investment counsel. Under the guidance of some of Dallas' most well-respected leaders in the financial industries, the Investment Committee.
(See Investment Committee)
and Board of Trustees offer parishes, vestries and individuals skilled and dependable investment management of their funds.
The goal of the Investment Committee is to preserve and enhance financial assets through disciplined and consistent investment philosophy.
(See Investment Policies)
All funds held with the Episcopal Foundation of Dallas have the same asset allocation as pooled investments.
A diversified portfolio, both as to fixed income and equity holdings, provides assurance that the portfolio will maximize growth while maintaining stability with minimization of risk.
(See Asset Allocation Chart)
The Foundation offers in-house accounting services to its clients, thus providing both individuals and parishes the ability to establish permanent endowment funds and to designate specific recipients and disbursement schedules to meet the clients' philanthropic goals.
The Foundation currently offers investment management services to nearly 40 client funds totaling over $25 million in assets.
(See Investment Client Types) The qualifications of our investment committee combined with successful performance of invested funds have resulted in long-term relationships with our clients. The Episcopal Foundation of Dallas has provided investment management services to the Episcopal Diocese of Dallas since 1950. Furthermore, since that time, the Foundation has managed the assets of trusts and long-term funds that belong to Episcopal churches, missions and nonprofit organizations supporting the mission and ministry within the Episcopal Diocese of Dallas.
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