Barnabas Foundation manages in excess of $700 million in total assets, which gives us access to direct, personal service from nationally-recognized investment managers at very cost-effective rates. Your fund gains a high level of professional expertise, low expenses and investment managers who are available only to the largest investors.


Barnabas Foundation believes that maintaining a well diversified portfolio is important in achieving long-term attractive risk-adjusted returns. We also realize that various organizations will have different levels of risk tolerance; therefore, we offer a number of different investment allocation models with different risk levels.

Barnabas Foundation Investment Results

Cash and Cash Equivalents Fund (No Risk)

Cash and cash equivalents Fund (No Risk) Invested in money market and similar liquid investments. This option is appropriate for account balances that may be distributed within 12 months or where preservation of principal is of highest priority.

Short Duration Fixed Income Fund (Low Risk)

Short Duration Fixed Income Fund (Low Risk) Invested in high quality short-term fixed income investments. This option is appropriate for account balances over $25,000 that will be distributed in the next 12-36 months or where preservation of principal is a high priority.

If you plan to keep a balance in the account for at least two years or more, there are other investment options for you to consider.

Income Fund (Low Risk)

Income Fund (Low Risk) Invested primarily in a mix of fixed income instruments with a small allocation to equities. This option is appropriate for accounts where both income and preservation of principal are high priorities.

Income Fund

Conservative Fund (Low to Moderate Risk)

Conservative Fund (Low to Moderate Risk) Invested in a mix of approximately 35/65% equity/fixed investments. This option is appropriate for accounts where growth, income, and preservation of principal are priorities.

Conservative Fund

Balanced Fund (Moderate Risk)

Balanced Fund (Moderate Risk) Invested in a mix of approximately 50/50% equity/fixed investments. This option is appropriate for accounts where a long-term rate of return is a priority and the expected distribution is five or more years.

Balanced Fund

Long-Term Growth Fund (Moderate to High Risk)

Long-Term Growth Fund (Moderate to High Risk) Invested in a mix of approximately 65/35% quity/fixed investments. This option is appropriate for accounts where a long-term rate of return is a priority and the expected distribution is five or more years.

Long-Term Growth Fund

Aggressive Growth Fund (High Risk)

Aggressive Growth Fund (High Risk) Invested in a mix of approximately 75/25% equity/fixed investments. This option is appropriate for accounts where long-term capital appreciation is a high priority and the expected distribution is five or more years.

Aggressive Growth Fund

Fund Consultant/Custodian

NEPC LLC

Barnabas Foundation uses the investment consulting services of NEPC, LLC. NEPC is an independent, full service investment consulting firm providing asset allocation, manager search, performance evaluation, and investment policy services. NEPC, LLC has been providing consulting services as its sole line of business since 1986. NEPC's Philanthropic Practice Group is dedicated to providing innovative and proactive investment solutions to over 100 separate endowment/foundations representing $49 billion in total assets. NEPC has one of the consulting industry's largest research staffs and has subject experts in all facets of traditional and alternative investments.