Investment Philosophy  



Wurts & Associates Investment Performance

Investment Pools Performance and Commentary September 30, 2011

Investment Pools Performance and Commentary, June 30, 2011
Performance Summary for Quarter ending June 30, 2011

Investment Pools Performance and Commentary, March 31, 2011
Performance Summary for Quarter ending March 31, 2011

Investment Pools Performance and Commentary, December 31, 2010
Performance Summary for Quarter ending December 31, 2010

Performance for Quarter ending September 2010


2011-12 CFSA Investment Committee

The responsibility of the Community Foundation for Southern Arizona's Board of Trustees, through its Investment Committee, is to establish broad guidelines for its funds, recommend investment managers, determine or approve asset allocation, and monitor performance of investment managers on a regular basis.  Our Board of Trustee's Investment Committee is composed of esteemed professionals from the local banking and investment industries.

Mr. R. Michael Sullivan, Chair, Harris Private Bank
Ms. Mary B. Bernal, Thomas R. Brown Family Foundation
Milton M. Castillo, Senior Vice President of Business Affairs & Chief Financial Officer, The University of Arizona
Mr. Antonio Dabdoub Escobar, DAB Development Group
Ms. Nancy Davis, Chair of the CFSA Board of Trustees
Mr. Richard Mundinger, RHM Investment Management
Mr. Nicholas Healy, Sunrise Wealth Management
Mr. Matthew Harrison, RMH Group


Contact Us  Privacy Policy  Site Map  Terms of Use
© 2010, Community Foundation for Southern Arizona, All rights reserved.
1.520.770.0800 telephone | 1.520.770.1500 fax
Confirmed in compliance with the National Standards for U.S. Community Foundations
Powered by Stellar Technology Solutions, LLC.