INVESTMENT OVERSIGHT
The VCF continually reviews its asset allocation strategy and manager selection. The key to long-term success is to maintain a strong, intelligent discipline with regard to asset allocation strategy and to use highly skilled investment managers. Assisting the Foundation with these functions is our experienced Investment Committee:
Rodney Buck
Ex-EVP and CIO of National Life Group
Deborah Granquist
VCF Director, Lawyer
Derek Hammel
Investment Officer, Middlebury
Richard Hausman
Clear Yield Asset Management
Willard Jackson
Retired Partner, Brundage, Story and Rose, New York
Charles Kireker
Partner, FreshTracks Capital, Middlebury
Barbara Wagner
Vice President, Vermont Land Trust, Montpelier
Colonial Consulting provides manager performance information and evaluations monthly. In addition, it carefully monitors each investment manager’s portfolio, reporting any issues to the Foundation.
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