Management Care

Overseeing Your Health, One Step at a Time.

Patient Care that Never Stops

Expert Team Members Providing Excellent Service

serving the community

serving the community

Earning Your Trust is Our Care

Under the management of our highly qualified Investment Advisors our funds have a strong track record of adding value while generating resources to give back to the community. The historical average annual investment return over 3 years (2017 through 2020) is 8.85%. invest returnOver the three-year interval, WBT©'s portfolio continued to outperform all community foundations across North Texas, and into some areas of the United States. In fact, 3 out of 4 time periods outperformed our peer group of community foundations in the $25 - 49.9 million range of assets. This past spring the council presented a briefing on its investment practices and portfolio performance

Managing the Portfolio

The Investment Advisors typically meet quarterly to assess performance data against objectives, review asset allocations, and make investment decisions based on the Board's investment and spending policy. Comprising individuals with extensive professional investment experience and lengthy tenure with the Foundation, the Committee's members derive no tangible personal benefit from this service — other than the satisfaction of helping the Foundation fulfill its mission.

Steady Performance Over 3 Years

invest return

The past 3 years have seen a remarkable breadth of forces affecting the financial markets, from the rise of global trade to the recent COVID-19 crisis and global pandemic. Through it all, the WBT© Foundation portfolio has produced a 8.85% average annual return and a steady, if modest, increase in performance relative to our blended benchmark — the weighted mixture of market indices we use to evaluate our portfolio performance.

During the summer months, the Investment Advisors reviews the Investment and Spending Policy and presents its recommendations to the full Board of Trustees. The policy sets asset allocation guidelines for the WBT© portfolio and defines the benchmarks against which the Investment Advisors assesses portfolio performance. The committee also recommends the percentage for spending to be withdrawn from our funds for grants and programs in the coming year. Despite difficult markets in 2017–2018 and 2018-2019, WBT© has maintained a 5% spending level, thanks to solid investment returns and growing contributions.

Board of Trustees Oversee Grants Awards

Grant awards and distributions are approved by our Board of Trustees, a diverse group representing a wealth of skills, interests and community connections. Board members are actively involved in strategic planning, community outreach, investment oversight, fundraising, and all aspects of responsible governance over patient care policy and misappropriations.

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The WBT Foundation is tax exempt as a recognized 501(c)(3) Charitable Organization ⋅ Tax ID #84-2626301