Your Investment Options & Fund Performance
Invest your charitable assets to meet your charitable goals.
Greater Horizons’ investment program offers the flexibility to customize how your charitable assets are invested to meet your charitable goals, whether they are intermediate or long term.
There are two ways to participate.
Option 1: Have Your Trusted Financial Advisor Manage Your Fund
With this option you can benefit from custom investment management by an advisor you already know and trust. If this option is right for you, simply put us in touch with your financial advisor and our team will take care of the rest.
Option 2: Select an Investment Mix Using Greater Horizons’ Investment Pools
Greater Horizons’ investment pools allow you to match your investment strategy with your risk tolerance and long-term objectives for your fund. The pools are organized according to asset class and include the following: Money Market, Short-Term Fixed Income, Intermediate-Term Fixed Income, Domestic Equity and International Equity.
Select or Change Your Investments
You may change your investment mix as often as you like. Mix changes submitted during the month will be implemented at the beginning of the following month. To change your investment options, download and complete the Investment Recommendation Form PDF and return to Donor Services at email@example.com or fax 816.842.8079.
The responsibility for managing Greater Horizons' investment program is vested in our Board of Directors through the Investment Committee. This committee works closely with staff and Greater Horizons' investment advisors to set policy, establish performance benchmarks and monitor performance. The investment pool percentages in the mix options may change from time to time upon Investment Committee review.
For recent investment performance reports, click to download the following PDFs. The investment performance summary is updated monthly, and the investment performance supplemental report is updated quarterly.