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Investment Management

 

Our investment strategies are designed to maximize our current and future capacity for grant making. Our Board of Directors has the ultimate fiduciary responsibility with ensuring that all assets invested are consistent with the policies and objectives of Tulsa Fiduciary Fund. The Board works closely with the investment advisors to recommend policy, develop and implement strategy, review and evaluate investment results, and continually monitor the investment program.

Investment Policy Statement (Drafted December 20, 2021)