Investment Strategy

You want to maximize the impact of your client’s philanthropic investment. The San Diego Foundation can help. We partner with savvy professional money managers that assist in the investment of more than $871 million in assets on behalf of your clients and our donors. Investment strategy is established by our Board of Governors Investment Committee, comprised of established local professionals who have over 150 years of combined global and domestic investment expertise.

The Investment Committee is committed to:

  • Protecting the corpus of the Foundation
  • Preserving the spending power of the income from the fund
  • Maintaining a diversified portfolio of assets in order to meet investment return objectives
  • Complying with applicable law

To add more value to your client’s philanthropic portfolio, learn more about our Investments.

Contact Our Chief Investment Officer

  • Or call us at (619) 235-2300 to speak to a team member right away.

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