Asset Management

The Scioto Foundation has a number of investment options for donors to choose from. All advisors follow the dictates of the Scioto Foundation's Investment Policy Statement to ensure maximum returns for your fund.
| Banks | Individual Advisors |
| Donors may select a bank to oversee their fund in either a trust or corporate form.
Scioto Foundation bank advisors with a trust relationship include: ![]() ![]() Current bank advisor in a corporate relationship: ![]() |
The Scioto Foundation also offers donors the ability to maintain a relationship with an existing financial advisor. The selected individual advisor is able to utilize the Rights of Accumulation breakpoint of the Scioto Foundation's American Funds account.
Current advisors include: ![]() |

Want to learn more about the Foundation's Asset Management? Contact the Foundation




