Regent Atlantic Investment Option
As of December 31, 2018
The assets of your fund can be invested in one of our pooled investment options, with one of our investment partners, or with one of your own investment managers. By investing with these partners and managers, fundholders may design specific portfolios for their funds. In these circumstances, the fees are negotiated on a case-by-case basis. Prior to indicating your preference, please consider the time horizon for grant recommendations from your fund. The Community Foundation’s staff are available to discuss these options with you.
Investment Portfolio
Regent Atlantic
(RegentAtlantic)
The RegentAtlantic Capital Portfolio seeks the greatest amount of total return for its given level of diversifying investments across multiple asset classes.
Fees: Please contact us.