How We Manage Funds

The CFO invests and manages about $394 million in charitable assets.

Investment Advisory Board

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The CFO uses the Outsourced Chief Investment Officer (OCIO) model with Fiducient Advisors.

Fiducient manages the portfolio based on an investment philosophy established by the CFO’s Investment Advisory Board, a volunteer group comprised of local financial professionals and chaired by Kari Creighton.

  • Chair: Kari Creighton, CFA — Former Senior Vice President, Summit Strategies Group, Springfield
  • Adam S. Blanch — Financial advisor, Edward Jones, Marshfield
  • Jason Flores, CFA, CAIA — Senior Vice President & Senior Portfolio Manager, Central Trust Company, Springfield
  • Stephanie Hurt, CFA — Private Wealth & Benefit Plan Investment Manager, BKD Wealth Advisors, Springfield
  • Jim Ihasz — Portfolio Manager, U.S. Bank Wealth Management, Springfield
  • Stan Irwin, AAMS — Financial Advisor, Edward Jones, Cape Girardeau
  • Jim Moore — Retired, American Products, Springfield
  • Dennis Newkirk, CPA, CFP — Newkirk & Co., Branson
  • Marvin Silliman — Retired financial advisor, Lake of the Ozarks
  • Drew Spencer, CFP — Portfolio Manager, Commerce Trust Company, Springfield
  • Bryan Vowels, CFP, CFA — Managing Director – Investments and Branch Manager, Vowels & Stovern Wealth Management Group of Wells Fargo Advisors, Joplin

Our Investment Policy

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Our focus is forever.

As stewards of charitable assets, it is our responsibility to meet not only current needs, but also the long-term needs of the communities we serve. To ensure that the Foundation’s goals are met, we have investment policies and guidelines that provide for prudent asset management.

The Foundation’s primary investment goal is to maximize long-term total return within levels of risk set by the Investment Advisory Board.

Because the selection and weighting of asset classes is one of the primary determinants of both investment return and volatility, our asset allocation is considered and monitored by the IAB. The portfolio is rebalanced to the target percentages quarterly.

The Board of Directors, the Investment Advisory Board and the staff of the CFO are wholly committed to the stewardship of our charitable funds.

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