Investment Allocation 
 
Investment Information 
 
Our investment portfolios are allocated approximately 70% in equities and 30% in fixed income.  The equity portion of the allocation is invested for diversification in large, medium and small companies.  This diversification also includes an allocation to international stocks.  The fixed income portion of the allocation is diversified through investments in corporate and government agency bonds along with some Treasury exposure.

The Investment Committee of the Board of Directors of the Community Foundation of Central Wisconsin oversees and guides the management of invested assets.




 


 

 
About Us