Fund Features:

  • FDIC Security
  • Rates change monthly
  • Preservation of principal – no negative returns
  • No time deposit required after six months

Assurance Fund Brochure

Who Should Invest: Those investors who are seeking stable returns. This fund is designed to provide stability, safety and liquidity. Yields are designed to be competitive with CD’s, money markets and 91-day treasury bills.

Strategy: The fund manager invests primarily in U.S. Certificates of Deposit.

Notes: Past performance is not a guarantee of future results. Returns are net of money management fees. For your information, the invested funds managed by the Foundation are exempt from registration requirements of the federal securities laws.

Historical performance of the BFSC Assurance Fund against relevant benchmarks is available upon request.