Investment Philosophy

The primary goal of our foundation is to build a sustainable infrastructure that will help ensure the long-term provision of services to people with disabilities.

To make that long-term sustainable infrastructure possible, we have adopted a very specific philosophy toward investment.

We have established investment objectives for our Trust Fund that include an absolute rate of return requirement measured against a benchmark of financial market indices. These rate of return requirements are for the total fund and apply over a market cycle of 4 to 5 years. Calculations include realized and unrealized capital gains or losses, plus income from all sources.