Our investment process is founded upon the same three core principles used by the Foundation:
- Asset allocation (or how the investments are mixed) is the most crucial decision in structuring any portfolio.
- Downside protection is important in every portfolio.
- Transparency is essential in all areas of investing, including management, and associated fees.
Through these core principles and the assistance of the Baptist Foundation of South Carolina, its institutional consultant, and professional money managers to structure investment portfolios available to East Cooper Baptist Church and the Legacy Fund, this investment process is designed to make the Legacy Fund as academically sound as any secular institution or endowment providing similar services.