Investments

Every dollar entrusted to the Taum Sauk Fund has the potential to positively impact our communities for many years into the future. Therefore, our investment decisions are focused on making sure our assets grow as much as possible. Greater returns on our investments mean that greater work can be done to positively affect travel and tourism and the economic conditions of our area.

Funds are invested according to an investment policy recommended by the Investment Committee and adopted by the Board of Directors. All Taum Sauk Fund funds are professionally managed.

Investment Returns

The Taum Sauk Fund is currently targeting a rate of return of 5.5% under the current investment policy.

Investment Management

Under the oversight of the Taum Sauk Fund Investment Committee, Edward Jones and Great Southern Bank, are the asset management companies for the fund.