Investment Information

 

Our investment policy is carefully guided and directed by our Board of Directors to assist the Trust in more effectively supervising and monitoring the investment and reinvestment of the assets of the Trust, and to provide guidance to the investment managers of those assets.

At a minimum, the Trust expects to achieve a total return that covers its spending requirements, while at the same time achieving in the long term the highest total return that is possible.

Each investment manager is expected to invest available funds with care, skill, prudence, and diligence under the circumstances. The current asset allocation policy of The Community Trust is as follows:

  • Equities - 55% - 70%
  • Fixed Income – 20% - 40%
  • Alternative Investment - 0% - 5%
  • Cash – 0% -20%

 

It's Our Mission

The principal mission of The Community Trust is to enhance the quality of life in the communities served by the establishment of permanent endowments for the cities of Lynchburg and Bedford and the counties of Amherst, Appomattox, Bedford and Campbell, with income distributed annually to charitable organizations within the community.

Get In Touch

  •   The Greater Lynchburg Community Trust
      101 Paulette Circle, Suite B
    Lynchburg, VA 24502
  •   434.845.6500
  •   434.845.6530 fax