The Tidewater Jewish Foundation Awarded Best Practices Certification.

2145 TJF has been awarded a certificate of conformance to the Best Practices under the Global Fiduciary Standard of Excellence as assessed by CapGroup. The Advisory Process is modeled after the Fiduciary Quality Management System, as established by the Center for Fiduciary Studies, to facilitate ongoing conformity with the Standard. In the execution of CapGroup’s four-step Process, TJF documents and recordings were reviewed, including: Investment Policy Statements and Asset Allocation Analyses, Investment Committee Meeting minutes, By-Laws, as well as other investment governance records maintained by TJF.


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