Berkshire Taconic Community Foundation

Welcome

Berkshire Taconic is proud of its strong history of solid investment performance.

Our investment objective is simple: to maximize return while preserving capital and producing consistent and stable growth with acceptable risk.

We currently have four investment pools. Non-endowed funds may be invested in any one of these pools or in a combination of them. Endowed funds must be invested in the managed pool.

Our Investment Committee, which creates and guides our investment strategies, is a team of professionals with extensive experience in institutional investment. Our administrative staff, led by Jill Gellert, vice president of finance and administration, works with our investment consultant, Prime, Buchholz & Associates, Inc., to provide day-to-day oversight.

For more information, contact Jill Gellert, vice president of finance and administration, at 413.229.0370 or jill@berkshiretaconic.org.

Investing for Good
Learn how BTCF invests and manages its funds to support the charitable vision of its donors.

Investing for Good Webinar 2013
Investing for Good Presentation Slides 2013

Investing for Good Webinar 2012

Investing for Good Webinar 2011
Investing for Good Presentation Slides 2011

Investment Policy
Investment Performance
Investment Managers
Investment Committee