Investments

Kern Community Foundation's investment program offers the flexibility to customize your fund's investments to meet your charitable goals.

Option 1: Have Your Trusted Financial Advisor Manage Your Fund

Working with Your Financial Advisor

Option 2: Select Your Own Mix Using One or More of the Foundation's Investment Pools

Investment Pools

Click here to read the Foundation's latest pool performance summary, listed with our other financial reports.

Your asset allocation strategy should match your risk tolerance and long-term objectives for your fund.  Your fundís time horizon is important because your investments will rise and fall in value throughout the time your fund holds them.

The description of asset allocation options is for informational purposes only. It is not intended to be investment advice.