Investment Services

Texas Presbyterian Foundation provides institutional-quality investment management and related administrative and recordkeeping services for Presbyterian institutions, agencies and congregations. By combining the investment assets of hundreds of organizations, TPF is able to attract best-in-class money managers and negotiate favorable fees for our clients. TPF’s investment funds merely “pass-through” the fees of the third-party money managers, custodians and consultants we engage, plus a prorated portion of the overhead expenses of operating the Foundation. And these costs are offset by the income from the Foundation’s own endowment fund. As a result, TPF clients enjoy professional-quality services at substantially reduced costs. For more information about our cost structure, click here

The Investment Committee of the Foundation's Board of Trustees, assisted by professional investment consultants, selects the investment firms and manages the investment process within policy guidelines established and monitored by the Board. Each member of TPF’s Board represents one or more of our clients, assuring that TPF puts our clients’ goals – including yours – first.

Our investment services include:
  • Client investment policy and asset allocation consulting
  • Multiple investment options, including twelve commingled investment funds focusing on distinct asset classes and strategies and managed by 19 advisory firms
  • Access to a variety of institutional mutual funds (both managed and indexed) to fill specific or unusual asset allocation requirements not adequately served by our commingled funds
  • Cash management and cash flow modeling and planning
  • Non-fund asset management, including oil and gas, real estate, and individual investments or securities
  • Evaluating and measuring investment performance, at both the fund level and client account level
  • Performance reports and updates delivered in person at periodic client meetings
  • Detailed account reporting, secure web access and self-service client reporting