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Investing the Account (Member Asset Management)

Your organization will have full access to each of our nine individual investment funds.

You will have the option of (1) self directing your investments among any of these nine funds, or (2) having Barnabas Foundation manage the allocation of your investments.

You have the flexibility to change your allocation or transfer between funds on the first day of every month. Cash distributions from or contributions to the Cash Equivalents Fund can be made on a daily basis.

Here are two potential investment allocations that we believe would be suitable for long-term investments like endowments. Your investment objectives and risk tolerance will help determine which portfolio is right for you.


 
   
         
   



 

 


18601 North Creek Drive, Suite B, Tinley Park, IL 60477-6238
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