Investment Management

The Rancho Santa Fe Foundation seeks an effective compromise between the goals of investment performance and safety of principle. Our Board of Directors has adopted a 65/35 asset allocation policy in the belief that such an allocation has the best chance of maintaining the purchasing power of the funds while providing for the current needs of the Foundation and reducing overall volatility.

For 27 years, the Rancho Santa Fe Foundation has provided exceptional investment management of charitable assets as well as grant making services with the highest levels of personal attention for thoughtful philanthropists. We understand that flexibility, professionalism and efficient options for giving are all-important to you.