Outsourced Investment Office and Custodian
The Foundation partners with the global institutional consulting team, the Humphrey-Kelly Group of Bank of America Merrill Lynch. The Humphrey-Kelly Group brings to the Foundation a breadth of experience in institutional investing along with the access to global resources provided by Bank of America Merrill Lynch. U.S. Trust serves as custodian for all securities.
The Foundation’s Investment Committee monitors and provides oversight for the management of funds by any investment professionals engaged by the Foundation. Working in combination with these professional firms enables the Foundation to make the high-quality decisions necessary to assure a successful funds management approach for our clients.