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.

Key Biscayne Community Foundation Funds
Risk vs. Reward: Key Biscayne Community Foundation 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. Each of the KBCF fund options is designed to help you manage the risk and returns that fit you best.

Diversification 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 KBCF funds are professionally managed to maintain its specific asset allocation, freeing you from the hassle of ongoing rebalancing.

Which KBCF Fund is best for you?
Vanguard LifeStrategy
Income
Fund

Vanguard LifeStrategy
Conservative
Growth Fund

Vanguard LifeStrategy
Moderate Growth
Fund

Vanguard LifeStrategy
Growth
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

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

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

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.


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Learn More
Interested in learning more about the Key Biscayne Community Foundation funds or how the Key Biscayne Community Foundation can benefit you? Interested in starting your own fund? Contact us here to get started.