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About the Community Foundation of West Texas

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(As of January 1, 2023)

Investment Management

The prudent investment of assets is central to the Foundation’s responsibilities. Our reputation and capacity for serving the community is directly tied to our ability to conserve capital and secure the best possible return. Endowment funds exist to provide perpetual resources for charitable purposes. As a result, investment decisions are conservative. To meet our investment objectives, the Foundation follows a strategy focusing on long-term total return. Investments are diversified to avoid any single security or class of securities having a disproportionate impact on the total portfolio.

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