Financial Investments
INVESTMENT RETURNS PROVIDE FUNDING ACROSS THE BOARD
Investments that generate strong financial returns are critical to support our mission. By managing a diverse portfolio of quality assets, we’re able to grow the supply of funds available to be reinvested in the community through grants, PRIs, and other mission-oriented initiatives.
- 990 Downloads
- 2018 990 (PDF)
- 2017 990 (PDF)
- 2016 990 (PDF)
Financial Return Focus
INVESTMENT INTERESTS
- Portfolio
- Innovative Financing
Portfolio
We manage our assets prudently in light of our structure to ensure that we continue to grow significantly over time.
Talk With Us
We manage our investments in accordance with our Trust instrument and regulatory parameters. We work with a variety of support resources and welcome opportunities to grow our relationships. Please contact us for further information.
Marissa Schon
Executive Assistant
mschon@ottobremer.org
651-312-3552