Working with Convergent Wealth Advisors, a firm of comprehensive investment professionals managing more than $11 billion in assets, we offer four options for the investment of funds by our clients. These options, described in detail below, are all consistent with our Investment Policy, a copy of which is available upon request. The four investment options provide you choices based on the pace at which you wish to spend your fund assets, so that your financial returns are maximized according to funds available to be invested. To see the current investment performances of these four investment options, click here.

To contact Convergent directly, contact Convergent Director David Kahn, 200 Avenue of the Stars, Suite 550N, Los Angeles, CA 90067. This e-mail address is being protected from spambots. You need JavaScript enabled to view it

To see information from Convergent Wealth Advisors on the downgrade of the U.S. credit rating by Standard & Poors, click here.

Cash Pool

The goal of the Cash Pool is capital preservation with a secondary objective of current income. This Pool is appropriate for Fund Holders with a grantmaking horizon of less than one year and average annual spending greater than 33% per year. The pool utilizes a registered money market fund. Expected annual investment fees are estimated to range from 0.15% to 0.25% per year.

Short-Term Pool

The goal of the Short-Term Pool is to provide current yield consistent with short-term fixed income investments with a secondary objective of capital preservation. This Pool is appropriate for Fund Holders with a grantmaking horizon between one and three years and average annual spending of approximately 33% per year. The pool utilizes a combination of active and passive fixed income investment managers. Expected annual investment fees are estimated to range from 0.40% to 0.60% per year.

Intermediate-Term Pool

The goal of the Intermediate-Term Pool is to support modest growth of principal to hedge inflation and expenses and is appropriate for Fund Holders with a grantmaking horizon between three and seven years and average annual spending of approximately 14%. The Intermediate-Term Pool is structured to establish priority for intermediate-term growth over capital preservation. The Pool is a diversified portfolio composed of investments in a mix of low-cost stock, bond, money market and other investment funds and utilizes a combination of active and passive investment managers. Expected annual investment fees are estimated to range from 0.60% to 0.90% per year.

Long-Term Pool

The goal of the Long-Term Pool is to support long-term growth of assets and is appropriate for Fund Holders with a grantmaking horizon greater than seven years and average annual spending of less than 10%. The Long-Term Pool is structured to establish priority for long-term growth over capital preservation. The Pool is a diversified portfolio composed of investments in a mix of low-cost stock, bond, money market and other investment funds and utilizes a combination of active and passive investment managers. Expected annual investment fees are estimated to range from 0.70% to 1.10% per year.

Custom Portfolio

The Foundation will consider new investment managers for funds of $1 million or more. For more information on the Donor Recommended Investment Manager option, please contact Giles Miller, Director of Development, at 510.208.0817, or at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .