Investment Performance

Quarter ending March 31, 2018 (Click to view PDF)

Investment Performance

The Oshkosh Area Community Foundation’s assets are allocated according to guidelines established by the Board of Directors. Most component funds under the Oshkosh Area Community Foundation umbrella are pooled for investment purposes. Under the oversight of the Investment Committee, the Community Foundation’s investment consultants monitor the performance of the portfolio and instruct money managers to make appropriate adjustments.

The Investment Committee reports directly to the Board of Directors. Members generally serve two five-year terms. Emeritus committee members are eligible to return for additional years of service with appropriate approval.

The committee’s responsibilities include:

  • Selection of investment consultants.
  • Measurement of investment consultants’ performance.
  • Approval of investment managers as recommended by investment consultants.
  • Quarterly review and monitoring of investment consultants’ and managers’ performance.
  • Review of quarterly financial reports.
  • Presentation to the Board on investment results.
  • Ensuring the investment and spending policy support the mission and ongoing work of the Foundation and protect its endowments.
  • Consultation with staff on investment issues.

Investment Committee Members

Jeff Trembly, Chair
Retirement Plan Trustee, Accredited Investor
Owner, Oshkosh Coil Spring Inc.

Jon Dudzinski, CFA
Portfolio Manager, Carl M. Hennig Inc.

Jason Feltz
Principal, CliftonLarsonAllen, LLP

Merton Finkler
Lawrence University

Tom Harenburg
Director, Carl M. Hennig Inc.

Robert Kunkel, Ph.D.
Professor of Finance, University of Wisconsin Oshkosh

Catherine Luther
Community Volunteer

Christopher Moss, CFS
Principal, CliftonLarsonAllen, LLP

Michael Scott, CLU, CFP
Financial Advisor, Independence Financial, LLC

Jerry Stadtmueller
President, The John E. Kuenzl Foundation

Sam Sundet, Attorney & CPA
Reff, Baivier, Bermingham & Lim S.C.