Investment Options

Key Biscayne Community Foundation Fund Options

Let Key Biscayne Community Foundation help you decide how you want to divide your money between stocks and bonds so that your fund does the work for you. KBCF provides professional advisors with the information they need to serve you, their clients, better. Our professional advisors include accountants, attorneys, bank trust officers, financial advisors, and investment managers.

The Key Biscayne Community Foundation uses Vanguard LifeStrategy Funds. The following is modeled from the Vanguard LifeStrategy Funds.

Risk vs. Reward

Our fund options give you an assessment of the risks involved with different investment options. Low risk yeilds safe & steady returns, while high risk yields the highest return potentials.

Diversified to Fit Your Needs

Each of the KBCF funds give you a custom fit investment strategy including broad index funds reaching thousands of U.S. & international stocks and bonds.

Automatic Rebalancing

Each of the Key Biscayne Community Foundation funds are professionally managed to maintain its specific asset allocation, freeing you from the hassle of ongoing rebalancing.

Vanguard LifeStrategy
INCOME FUND

Investor Profile: This fund is perfect for the investors that care most about current income and accept the limited growth potential.

Risk: The Vanguard LifeStrategy Income Fund comes with limited exposure to stock market risk.

Suggested Term: 3 to 5 years

Vanguard LifeStrategy
CONSERVATIVE GROWTH FUND

Investor Profile: A fund for investors that care more about current income than long-term growth and want some growth potential.

Risk: The Vanguard LifeStrategy Conservative Growth Fund has less exposure to stock market risk.

Suggested Term: over 5 years

Vanguard LifeStrategy
MODERATE GROWTH FUND

Investor Profile: A fund for investors that care more about long-term growth than current income and want more growth potential.

Risk: The Vanguard LifeStrategy Moderate Growth Fund comes with added exposure to stock market risk.

Suggested Term: over 5 years

Vanguard LifeStrategy
GROWTH FUND

Investor Profile: This is a fund for investors that care more about long-term growth than current income and want the highest growth potential.

Risk: The Vanguard LifeStrategy Growth Fund comes with significant exposure to stock market risk.

Suggested Term: over 5 years.

Leave a Reply