Skip to main content

Fund Investment Strategy

Communities Foundation of Texas’ investment strategies are designed for different levels of risk tolerance and time horizons, so that each donor can meet his or her unique philanthropic objectives.


CFT offers an short-term fund and five investment funds consisting of a broadly diversified mix of active and passively managed assets:

  • Balanced
  • Growth
  • Income
  • Short-Term
  • Social Impact
  • Endowment
If a donor-advised fund established at CFT has an asset balance of more than $1 million, the donor may request an external manager, subject to CFT’s Investment Committee approval. As with any investment, past performance does not guarantee comparable future returns.
Click to expand section and scroll below

Investment Committee

The investment committee of the board oversees a stable of carefully vetted and regularly assessed investment managers.

 

G. Stacy Smith (Chair)

Committee Chairman Founder
Trinity Investment Group


Greg Campbell

President & CEO
Rainmaker, Inc.
 

Rakesh Dahiya

Chief Investment Officer
Southern Methodist University


Mark Freeman

Founder
Socorro Asset Management
 

José (Pepe) Guevara

Founding Managing Director
Millstone Assets
 

Nicole Small

CEO
LH Capital, Inc. and Lyda Hill Philanthropies
 

John Stephens

Retired SVP & CFO
AT&T
 

Jim Berry

Senior Vice President & Chief Financial Officer
Communities Foundation of Texas
 

Gary Samberson

Chief Investment Officer
Communities Foundation of Texas

Are you ready to get started?

Contact us to learn how we can help you meet your unique philanthropic objectives.

Let's start a conversation