All assets of all endowment funds with the Outer Banks Community Foundation are pooled and currently invested through the investment management firm of Trust Company of the South which has offices in Raleigh, Rocky Mount and Burlington, N.C.  This firm manages the Foundation’s balanced portfolio by selecting the individual money managers for each type of investment.  The types of investments, names of individual money managers and investment fees charged are available on request from the Foundation.  Trust Company of the South monitors the individual money managers’ efforts on an ongoing basis.  The Foundation’s Board determines the overall asset balance as needed and the Finance Committee reviews the portfolio and investment procedures quarterly.