Burnt Store Marina
Sailboats off the coast of Port Charlotte Beach – Photo by Tom O’Neill
CCF’s Investments are overseen by our professional staff and our volunteer Board of Directors, along with a savvy group of dedicated professionals with financial and legal expertise as members of our Finance & Audit Committee. We aim to invest for the long-term, generating a return over decades that will allow us to maintain the assets entrusted to us while spending annually to create local impact.
Our investments are overseen by our professional staff, a robust Finance and Audit Committee, and our Board of Directors. We aim to invest for the long-term, generating a return for decades that will allow us to maintain assets entrusted to us while spending annually to create local impact.
Over the prior 10-year period, CCF’s portfolio generated annualized returns above 7%, underscoring the strength of our long-term investment approach.
Our nearly $29 million in assets are managed by CAPTRUST. Annual service fees range from 1.20-1.70% depending on fund type.