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.

Investment Policy
Investment Pools and Performance
Investment Managers
Investment Committee
Managed Pool Current Performance
2009 Year End Review