top of page
Riding for Success

AWARDS

"Some try to change their community with their opinion. We prefer those that take action."

Be a part of recognizing the good work of fellow citizens by nominating a volunteer or charitable organization who is making a difference.

Nominations now closed. Nominations were accepted September 1-30, 2023. 

Charles Rickey Great Initiative Award.jpg

AVAILABLE AWARDS

  • Short-Term Liquid Portfolio
    This is our most conservative investment model portfolio and is most applicable for the investment of short-term assets when liquidity and security of principal are the primary goal and investment return is secondary. Short-Term Liquid Portfolio Returns: 10-Year Average Rate of Return: 1.50% 10-Year Compounded Annual Growth Rate: 1.45% 2023 Rate of Return: 3.31% 2024 May Rate of Return: 0.58% 2024 YTD Rate of Return: 2.89%
  • Conservative Portfolio
    This is a long-term investment portfolio and consists of a mix of fixed-income investments and equity investments to accomplish donors' charitable goals. This model portfolio provides the opportunity for long-term assets to be invested with a strong conservative bias yet provide potential growth that has historically been attributed to equity securities. Conservative Portfolio Returns: 10-Year Average Rate of Return: 5.38% 10-Year Compounded Annual Growth Rate: 5.18% 2023 Rate of Return: 12.36% 2024 May Rate of Return: 1.86% 2024 YTD Rate of Return: 2.58%
  • Active Portfolio
    This is a long-term investment portfolio and consists of a mix of fixed-income investments and increased security allocation to equity investments and is most applicable for investment of assets that are seeking long-term growth to accomplish donors' charitable goals. Active Portfolio Returns: 10-Year Average Rate of Return: 6.98% 10-Year Compounded Annual Growth Rate: 6.55% 2023 Rate of Return: 14.00% 2024 May Rate of Return: 2.54% 2024 YTD Rate of Return: 5.72%
  • Dynamic Portfolio
    This is a bolder “growth-oriented” long-term investment portfolio and consists of a mix of fixed-income investments and equity investments to accomplish donors' charitable goals. Dynamic Portfolio Returns: 10-Year Average Rate of Return: 7.79% 10-Year Compounded Annual Growth Rate: 7.09% 2023 Rate of Return: 15.79% 2024 May Rate of Return: 2.72% 2024 YTD Rate of Return: 6.72%
bottom of page