Investment Portfolio

Committed to our Collective Future

The Santa Barbara Foundation’s endowment is invested in a diversified portfolio of domestic equities, international equities, fixed income, and a broad array of alternative investments. We are confident in our investments and work continuously to ensure that they are the best fit for the foundation and the communities we serve. The objective is to achieve a total return equivalent to or greater than the foundation’s financial goals over the long-term, and be transparent in our methods and process. Appropriate and proven investment strategies are used to manage risk and ensure that charitable dollars grow and are available forever to benefit our community.

We are fortunate to have a devoted Investment Committee that includes professionals in our community, and foundation trustees, who have significant experience and knowledge in finance and investing. The committee meets quarterly with our investment advisor, Meketa Investment Group, to review the investment program.

For copies of current performance reports, please contact Director of Investments Cheri Savage at (805) 880-9384 or email her at csavage@sbfoundation.org.