Investment Management

Disciplined Stewardship. Faithful Growth.

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For over 75 years, the Episcopal Foundation of Dallas has helped churches, schools, missions and other Episcopal organizations steward their financial resources with care and confidence.

Our investment services are available to organizations located within the Episcopal Diocese of Dallas. Through a disciplined, consistent and long-term approach, the Foundation seeks to preserve and grow assets, support sustainable distributions and strengthen the financial health of Episcopal institutions for generations to come.

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Objectives

Our Investment Philosophy and Mandate

Established by the Diocesan Convention in 1950 at the request of Bishop C. Avery Mason, the Foundation was created to bring together top financial expertise to manage the trust funds of the Diocese. Today, we continue that legacy with a long-term, risk-conscious strategy.

Investment Policy
Cash Management Policy

Capital Preservation

Preserve assets by seeking returns sufficient to offset inflation.

Sustainable Growth and Stability

Enhanced asset management designed to support reliable annual payouts while preserving the real value of your principal over time. Our diversified approach is designed to reduce the impact of any single security or asset class on the overall portfolio while supporting long-term stability and growth.

Broad Diversification

All funds invested with the Foundation are pooled and managed according to a broadly diversified asset-allocation model outlined in the Foundation’s Investment Policy. The portfolio includes both actively and passively managed investments across fixed-income and equity holdings.

Benefits & Advantages

Why Invest With The Foundation

The Foundation works with Marsh to support the management of its investment portfolio and provide access to a range of investment strategies for organizations of varying sizes.

Audited Financial Reports

By pooling invested funds, the Foundation can provide participating organizations with professional management, broad diversification and active oversight that may otherwise be available primarily to institutions with larger portfolios.

As a 501(c)(3) nonprofit organization, the Foundation strives to keep administrative expenses and investment costs low. Its scale also helps the Foundation negotiate favorable rates with investment managers.

Management fees support the Foundation’s operations and mission. By investing with the Foundation, participating organizations support not only their own long-term financial health but also ministries serving the wider Episcopal and North Texas communities.

The Foundation’s Investment and Finance Committee is composed of experienced investment professionals who provide active oversight of the portfolio.

The committee meets quarterly to:

  • Review the portfolio’s adherence to investment guidelines.
  • Evaluate performance against established benchmarks.
  • Consider market conditions and changes.
  • Consult with professional investment advisors.
  • The Foundation works with Marsh to support the management of its investment portfolio and provide access to a range of investment strategies for organizations of varying sizes.

The Foundation provides resources to help church leaders establish, structure and grow endowment and investment funds.

Foundation staff and advisors can assist with:

  • Sample investment and endowment policies.
  • Governance and oversight practices.
  • Fund structure and long-term planning.
  • Endowment growth through new gifts.
  • Planned-giving strategies and resources.

The Foundation’s financial statements are audited annually by an independent public accounting firm. Audited financial reports for the three most recent years are available on this website.

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  • $65M+

    The Foundation manages over $65 million in total financial assets.

  • 23.19%

    1-yr client portfolio returns over 23% as of June 30, 2026.

  • 100%

    100% of parish funds gain access to institutional-grade asset managers and lower fee tiers.
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Foundation staff and members of the Investment and Finance Committee are available to meet with your vestry, finance committee or organizational leadership to discuss your goals and answer questions about the Foundation’s investment services.

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