how we invest

Community Foundation of Southwest Louisiana's investments are pooled with affiliates, the Baton Rouge Area Foundation and the Northshore Community Foundation in Covington.

Our goal is to grow the assets while making sure the capital is preserved for long-term giving. Money in our charitable funds are overseen by an Investment Subcommittee. It reviews the investments quarterly and positions the assets, with most of the money in stocks and bonds actively managed by Wall Street investment houses. An appropriate portion of the donor portfolio is invested in venture capital funds, with a focus on providing capital to promising Louisiana businesses that can add jobs and grow in the state. More recently, the Investment Subcommittee has started moving into impact investing, where the returns include a social good.

If you would like more information about our investments, please call the Foundation at (337) 491-6688.


INVESTMENT SUBCOMMITTEE

JOHN B. NOLAND JR., CHAIRMAN
President
Noland Investments

JOHN W. BARTON III
Partner
Breazeale Sachse Wilson Attorneys

B. EUGENE BERRY
Retired Physician

JIM DOMBROWSKI
Financial Advisor
Benjamim F. Edwards Co.

DONNA D. FRAICHE
Senior Counsel
Baker Donelson

JOSEPH F. INGRAHAM
Chief Financial Officer
Catholic Diocese of Baton Rouge

FRANCIS C. JUMONVILLE
Secretary/Treasurer
Airtrol

C. KRIS KIRKPATRICK
Founding Partner
Long Law Firm

KEVIN F. KNOBLOCH
Managing Director - Investments
Wells Fargo Advisors

ANDREW T. MCMCAINS
General Counsel
Commercial Properties Realty Trust

JOHN B. NOLAND SR.
Founder
Noland Investments

DENISE E. RAU
Founder
Rau Financial Group