ABOUT US - FINANCIALS - INVESTMENT PERFORMANCE
Returns

Quarter Ending June 30, 2017
Quarter Ending March 31, 2017
Quarter Ending Dec. 31, 2016
Quarter Ending Sept. 30, 2016
Quarter Ending June 30, 2016
Quarter Ending March 31, 2016
Quarter Ending Dec. 31, 2015
Quarter Ending Sept. 30, 2015
Quarter Ending March 31, 2015
Quarter Ending Dec. 31, 2014
Quarter Ending Sept. 30, 2014

The Oshkosh Area Community Foundation's assets are allocated according to guidelines established by the Board of Directors. Most component funds under the Oshkosh Area Community Foundation umbrella are pooled for investment purposes. Under the oversight of the Investment Committee, the Community Foundation's investment consultants monitor the performance of the portfolio and instruct money managers to make appropriate adjustments.

The Investment Committee reports directly to the Board of Directors. Members generally serve a three-year term and may be reappointed for an additional three-year term.

The Committee's responsibilities include:
  • Selection of the investment consultants.
  • Measurement for investment consultants' performance.
  • Selection of the investment managers.
  • Quarterly review and monitoring of the investment consultants' and managers' performance.
  • Review of quarterly financial reports.
  • Present to the Board on investment results.
  • Ensure the investment and spending policy support the mission and ongoing work of the Foundation and protects its endowments.
  • Consult with staff on investment issues.
Members of the Investment Committee are:

Jeff Trembly, Chair
Retirement Plan Trustee, Accredited Investor
Owner, Oshkosh Coil Spring Inc.

Jon Dudzinski, CFA
Portfolio Manager, Carl M. Hennig Inc.

Jason Feltz
Principal, CliftonLarsonAllen, LLP

Merton Finkler
Lawrence University

Tom Harenburg
Director, Carl M. Hennig Inc.

Robert Kunkel, Ph.D.
Professor of Finance, University of Wisconsin Oshkosh

Catherine Luther
Community Volunteer

Christopher Moss, CFS
Principal, CliftonLarsonAllen, LLP

David L. Omachinski
Executive Management Consultant

Michael Scott, CLU, CFP
Financial Advisor, Independence Financial, LLC

Sam Sundet, Attorney & CPA
Reff, Baivier, Bermingham & Lim S.C.

Copyright © 2017 Oshkosh Area Community Foundation