Charitable Investments
Investing in Chehalis is more than generosity—it’s a commitment to lasting impact. Through strategic charitable investments, the Chehalis Foundation ensures that every dollar contributes to meaningful change, supporting projects that enhance education, infrastructure, and community development.
With years of experience managing assets for optimal impact, the foundation applies thoughtful financial stewardship to maximize returns while preserving funds for future needs. Our investment strategy prioritizes sustainable growth, balancing risk and reward to create a lasting legacy of community support.
Investment Strategy Overview:
To maintain financial stability and long-term impact, the foundation follows a carefully structured asset allocation approach:
| Investment Category | Asset Mix |
|---|---|
| Equity | 50–80% |
| Fixed Income | 20–40% |
| Short-Term Reserves | 0–15% |
Reach out
Office:
256 NW Park St
Chehalis, WA 98532
Mail:
PO Box 1608
Chehalis WA 98532
360-508-6572
