Additional asset managers
The North Carolina Community Foundation recommends that donors choose the North Carolina Community Foundation Investment Fund as their investment vehicle. However, new and existing donors still have the option to recommend that their fund be invested with a specific asset manager from the following list who has a considerable relationship with the Foundation and typically has a local presence in communities across our state. Relationships with these firms have been established to encourage involvement in directing charitable giving to the Foundation.
- US Trust/Bank of America
- Edward Jones Trust Company
- First Citizens Bank
- Merrill Lynch Trust Company
- Pax World Balanced Fund
- Raymond James Financial Services, Inc.
- UBS Financial Services, Inc.
- Wells Fargo Bank, N.A.
