Investment Managers

The Community Foundation of Greater New Britain works with some of the most highly rated portfolio managers in the country to achieve the highest possible return on its investments.

Investment Managers

The Community Foundation of Greater New Britain works with some of the most highly rated portfolio managers in the country to achieve the highest possible return on its investments.

Fiduciary Investment Advisors (“FIA”), based in Windsor, CT, is an independent, employee-owned, investment consulting firm serving the investment needs of fiduciary clients, including corporate, public, and non-profit retirement plans and non-profit endowments/foundations. They provide customized investment advisory services to assist clients in achieving their investment objectives while fulfilling their fiduciary obligations. FIA is not affiliated with any custodian, broker/dealer, or money management firm. The firm currently advises on over $37 billion of fiduciary assets for over 250 institutional clients.

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GMO, founded in 1977, is a privately held global investment management firm servicing clients in the corporate, public, endowment, and foundation marketplaces. As of March 21, 2016, GMO managed $101 billion in client assets using a blend of traditional judgments with innovative quantitative methods to find undervalued securities and markets. CFGNB will invest in GMO’s Global Balanced Asset Allocation.

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The Investment Fund for Foundations (TIFF) is a cooperative-style investment organization founded by a nationwide network of foundations. CFGNB will invest in TIFF’s Multi-Asset Fund (MAF). The MAF seeks to achieve a total return (price appreciation plus dividends) that, over a majority of market cycles, exceeds inflation, as measured by the Consumer Price Index (CPI) plus 5% per annum.