The Investment Committee of Rancho Santa Fe Foundation Board of Directors makes asset allocation decisions for the Managed Pool of assets at the Foundation.
The primary goals of the Foundation for the investment of the Portfolio are as follows:
- Preservation of capital with appropriate liquidity
- Sufficient growth of capital to offset the effects of inflation and provide for future needs
- Enhancement of the realization of the philanthropic goals of the Foundation and its constituent organizations
The following documents provide current investment allocation and performance data. For further financial information about Rancho Santa Fe Foundation, please see our financial reports.
Investment Performance Report, as of August 31, 2019
Investment Policy and Asset Allocation Guidelines
Rancho Santa Fe Foundation Investment Committee & Advisors
As stewards of RSF Foundation’s assets, the investment committee holds itself to the highest standards of professional ethical performance.
Terry Atkinson, Atkinson Management Consulting
Ed Blodgett (Chairman), Retired, Director, Private Client Group
Brandes Investment Partners, LLP
Mark Holmlund, Retired, EVP and CIO
Pacific Life Insurance Company
Ken Little, Partner & Managing Director of Investments, Brandes Investment Partners, LLP
Mark Petrie, Principal
Rich Carlson,* Retired, President, RCS Asset Management, Rockefeller & Co.
Mike Collins,* Portfolio Manager, Messner & Smith Investment Management
Connie Levi,* Director
Richard A. Sapp,* Retired, General Partner of Goldman, Sachs & Co.
John Seiber,* SVP
UBS Financial Services, Inc.
Managing Partner, CoastEdge Partners, LLC