An experienced independent investment consultant is overseen by the investment committee and the Board of Managers. The annual audit conducted by an indpendent CPA firm is avaialble here.

The focus is on steady growth that minimizes risk to build perpetual resources, rather than attempting to change strategy based on short-term market conditions.

Funds are co-mingled for investment purposes to leverage efficiencies. This allows modest-sized funds access to sophisticated investment vehicles that might not otherwise be possible.

Our mix of asset classes is frequently reviewed. This diversification increases the likelihood of meeting or exceeding the fund’s desired return over varying economic and market cycles.

Each fund is tracked individually. Fund statements are mailed quarterly to authorized fund representatives with detail of the fund’s activities.