Investment Options

Charitable giving is personal. Our goal at the Greater Cincinnati Foundation is to offer you the information and services you need to create the impact with your charitable giving. Choosing the appropriate investment option for your fund is also important, so we offer several fund pools to match your chosen investment style and the anticipated frequency and duration of grantmaking from your fund.

Primary Pooled Investment Funds

Descriptions as of 6/30/17

Fund  Anticipated Grantmaking  Fund Description 
GCF Endowment Pool In perpetuity A globally diversified option for assets with a very long-term or perpetual focus. The broad allocation mix is 55% equities/20% fixed income/15% real assets/10% diversifying strategies. Some less liquid strategies are prudently employed in this Pool for further diversification and return enhancement. The total investment fees for this fund are 0.92%.
GCF Long-Term Pool 7 or more years A lower cost, more simplified option designed for assets with a long-term focus (7 or more years). The broad allocation mix is 70% Equities/30% Bonds, employed via index funds. This option differs from the Endowment Pool primarily in its allocation solely to stocks and bonds and being fully liquid. The total investment fees associated with this fund are 0.10%.
GCF Intermediate Pool 3 to 7 years A lower cost, more simplified option designed for assets with an intermediate-term focus (3-7 years). The broad allocation mix is 50% Equities/50% Bonds, employed via index funds. This option differs from the Long-Term Pool primarily in its higher allocation to bonds in order to mitigate equity risk given the short-term focus. The total investment fees associated with this fund are 0.10%.
GCF Short-Term Pool 2 years or less A lower cost, more conservative option, employed via a 100% Short Term Fixed Income fund designed for assets with a short-term focus (<2 years). The total investment fees associated with this fund are 0.11%.
GCF Cash Pool Within the next 12 months Assets are not invested, and are for near-term giving, avoiding any fees associated with investing funds.

Additional Options

In addition, we’re pleased to partner with many of our region’s finest money managers offering additional investment options based on the firm’s investment approach.

  • Bahl & Gaynor Investment Counsel
  • Baird Financial Advisors
  • Bartlett & Co., LLC
  • Fifth Third Bank
  • Foster & Motley, Inc.
  • Huntington Bank
  • Johnson Investment Counsel
  • Key Bank
  • Lenox Wealth Management
  • MCF Advisors
  • Ritter Daniher Financial Advisory, LLC
  • Northside Bank
  • PNC 
  • RiverPoint Capital Management
  • Truepoint Wealth Counsel
  • UBS Financial Advisors - The Ellis Group
  • UBS-FTB Financial Services
  • U.S. Bank
  • Wells Fargo Advisors - FiNet (Anderson)
  • Wells Fargo Advisors (Kenwood)
Location

200 West Fourth St.
Cincinnati, OH 45202
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Contact

513-241-2880
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