FUND MANAGEMENT DOCUMENTS

Below are a few documents that will help you promote and grow your fund. If you do not find what you are looking for please contact us.

Quarterly Investment Report - Equity & Fixed Income Portfolio

Market Commentary

Investment Portfolio Allocation Risk vs Return Analysis

Fund Rebalancing Form

CFNEK Fee Schedule

Responsibilites of Endowment Trustees

Fund and Distibution Policy

Annual Trustee Update Form

ACH Authorization Form

Deposit Form