The funds are invested with our financial advisor at Four Points Wealth Management through a Fidelity Investment account. He is a Certified Financial Planner® and a University of Colorado Alumni. Our financial advisor presented CURL with several investment strategies. Currently, CURL has selected a strategy that aligns with our growth goals for the endowment. The investment strategy is subject to change in the future as we progress through the management of the endowmment.

You can designate your preferred location of the funds. However, CURL uses the discretion of the board to appropriate funds for the organization. So far, the bulk of the funds that have been requested to be directed to the endowment have done so. However, CURL has minimal operating expenses such as our website, payment processing fees and the Alumni weekend which come into account when managing the donations and where they are sent.

Donations can not be earmarked for a specific use. Meaning, if donor designates that all funds from their donation must go to the team's new jerseys, that is not something CURL does. CURL is open to discussing your requests and would welcome you contact us at info@curugbylegacy.org with these specific inquires.

Currently our goal is to keep all interest proceeds re-invested in the endowment in order to grow the endowment as quickly as possible. Items like this are reviewed on a regular basis though.

The endowment is structured with an Investment Policy Statement (IPS). This document alongside the direction of the CURL board help to govern the direction of the endowment.

Our IPS can be provided upon request.

Our investment strategy is a Core Balanced Growth strategy. It is a dynamic investment portfolio using exchange traded funds (ETFs) to achieve the goals of the Fund. The portfolio is focused on growth with an secondary objective of managing risk. With the timeline and objectives of the Fund, the Fund can benefit from economic and stock market growth. The current structure of the portfolio is roughly 75% equities and 25% bonds. While this allocation is subject to change over time, it is well diversified across sectors, asset classes, and investment types.

Our current goal is a 5 year roadmap to reach our next milestone of $200,000. At this point, we will evaluate if it is appropriate to distribute funds to the team. From here, we have another 5 year timeline to reach our third milestone of $1,000,000.

Our prospectus and projections can be provided upon request.