For 30 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.
The Managed Pool—a diversified portfolio of assets is invested in indexed mutual funds at The Vanguard Group. The asset allocation decisions are made by the Investment Committee of the Board of Directors. The Managed Pool is designed to support a distribution rate of 5%, while at the same time increasing the value of the corpus at a rate greater than inflation, net of grant distributions and expenses.
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Financial Documents:
2011 Investment Policy and Asset Allocation Guidelines
2010 Financial Statements
2010 RSFF form 990 Public Disclosure Copy
2010 CREF form 990
As stewards of the Foundation’s assets, our investment committee holds itself to the highest standards of ethical behavior and professional performance.
RSF Foundation Investment Committee/Advisors
Rich Carlson / President, RCS Asset Mgt. / retired Rockefeller & Co.
B.S. – University of Washington M.B.A. – University of Pennsylvania, Wharton School of Business
Private Investment Management
Doug Forsyth / Allianz Global Investors Capital
CFA
Lead Portfolio Manager, Managing Director of the Income and Growth Team
Neil Hokanson (Chairman) / President / Hokanson Associates
B.A. – U.C. Irvine MBA – International Business
CFP for over 25 years
Larry Pidgeon / Hanawalt Associates and CBM Capital
B.A. – Yale University (Summa Cum Laude, Phi Beta Kappa) – MA in Economics
Scott Robinson / CEO / Gateway Asset Management, LLC
B.A. – National University
Real estate private equity, economic overview, interest rates
Bill Ruh / Co-Founder & Principal / Castle Creek Capital
B.A. – New York Maritime College M.B.A. – Duke University; Fuqua School of Business
Commercial banking, investment banking, private equity
Rick Sapp / Retired Goldman Sachs Group / Community Volunteer
B.S. E.E. – Stanford University M.B.A. – University of Pennsylvania; Wharton School of Business
Global markets and currencies, European markets, economics
John Seiber* / Sr. Vice President / UBS Financial Services, Inc.
B.A. – Rockhurst University – Economics
Investment management for high net worth clients
Lou Simpson* / Investment Portfolio Manager / Geico Insurance
B.A. – Ohio Wesleyan University M.A. Economics – Princeton University
Investment management for high net worth clients
Mike Collins* / Principal, Collins MacVean, LLC, Registered Investment Advisor
B.S. – North Carolina State University – Mechanical Engineering
Former Partner – Rice Hall James, Van Kasper Advisors
Investment Advisor
Ed Blodgett* / Director, Private Client Group Brandes Investment Partners, LLP
B.A. – Cornell University/ History of International Relations & Foreign Policy
CFA – Chartered Financial Analyst
*Non-voting Advisor
