Investment Environment

If you have any questions regarding the Area Foundation investments, please call Kristie Holzworth, Controller, at 210.225.2243.  

Financial Information
Investment Policy


Investment Policy
The Investment Committee, along with its Investment Consultant, has developed a comprehensive and formalized investment policy that incorporates the following:
  • Overall investment philosophy
  • Responsibilities and fiduciary duties
  • Asset allocation
  • Investment guidelines and restrictions
  • Performance standards and guidelines
  • Evaluation and review guidelines.
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Related Documents

Current Investment Report
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Guide to Giving - Attorney Donor Handbook

More Investment Information


Financial Structure
The San Antonio Area Foundation currently has fiduciary responsibility for $129 million in assets. Responsibility for investment management lies between two major investment vehicles of the Area Foundation. Read more