Delta College
PAE-16: Committee on Socially Responsible Investment

The purpose of the investment policy is to state the policies, guidelines and objectives of the Delta College Endowment Fund (The Fund). The mission of the fund is to provide resources to fund student scholarships and programs at Delta College. This policy is intended to provide a clear understanding of the objectives of The Fund, the responsibilities accepted by and authority granted to the Investment Manager, and to create an effective working relationship with The Fund’s Investment Manager, the Investment Advisory Committee, and the Delta College Board of Trustees. It is the intent that this policy establish a philosophy which will guide The Fund toward the performance desired; that it be sufficiently specific to be meaningful and also flexible enough to be practical.

Mr. Dan Engelhardt, Chair Registered Investment Advisor Assured Financial Advisor Mr. Pavel Konecny, CFA Senior Vice President, Senior Investment Officer Chemical Bank Mr. Richard Schell Consultant Mr. Andy Spence Senior Vice President & Financial Advisor Raymond James & Associates Inc. (Retired) Mr. Timothy P. Clark Founder, Chief Operating Officer Tri-Star Trust Bank Mr. Jeff Yantz Financial Advisor, AAMS Edward Jones Investments Mrs. Karen L. Lawrence-Webster, C.P.A. Divisional Vice President & Financial Advisor AXA Advisors Ms. Debra K. Lutz, C.P.A. Vice President of Business & Finance Delta College Representative Mr. Dave Mikolajczak, C.P.A. Director of Tax Practice Andrews Hooper & Pavlik P.L.C.