Elk Grove Regional Scholarship Foundation

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About Us: Investment Policy

The purpose of this investment policy is to establish a clear understanding regarding Elk Grove Regional Scholarship Foundation’s investment objectives, goals and guidelines. It is to create a framework for a well-diversified asset mix that can be expected to generate long-term returns at a level of risk suitable to the Board of Directors of the Elk Grove Regional Scholarship Foundation. It is intended to provide meaningful guidance in the management of Portfolio assets and not be overly restrictive given the changing economic, and investment market conditions.

This document shall be reviewed on a periodic basis, at least annually, and any modifications incorporated into the current investment portfolio in a prudent time frame.

.pdf file Investment Policy

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Elk Grove Regional Scholarship Foundation   |   P.O. Box 2021   |   Elk Grove, CA 95759-2021   |   (916) 685-7118