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