The Community Foundation for the Greater Capital Region’s Board of Directors
Invite you to join in a conversation about the preservation and growth of our region’s charitable resources
Investing for the Common Good
Wednesday, December 9, 2020
9:00 a.m. – 10:00 a.m.
Effective stewardship of philanthropic assets is key to the Community Foundation’s ability to fulfill its mission to collectively invest our region’s charitable resources, to grow these resources over time, and to serve the community forever.
We hope that you will tune in for this opportunity to meet and engage in a meaningful dialogue regarding the philosophy and approach utilized to protect and grow your charitable investment. Presenters include Foundation staff; members of the Finance and Investment Committee; and Kate Dumas, CFA and Brian Pimentel, CAIA both Principals with our investment advisory team, Prime Buchholz, LLC.
In September 2019, the Community Foundation selected Prime Buchholz, LLC as our new investment consultant to advise on the Foundation’s nearly $82M portfolio.
Prime Buchholz LLC was established in 1988 and has grown to become a leading, uniquely independent investment advisory firm providing comprehensive investment solutions for more than 250 institutional clients. Headquartered in Portsmouth, NH—with offices in Boston and Atlanta—Prime Buchholz is a 100% employee-owned independent investment advisor that proudly serves more than 70 foundation clients, representing approximately $15 billion in assets. Prime Buchholz has a long history of advising institutions in the Capital Region, including the Albany Medical Center, Rensselaer Polytechnic Institution, and Saratoga Hospital.
For additional information, please contact Mindy Derosia at 518-446-9638 or mderosia@cfgcr.org