Disciplina wins mandate from Community Foundation for Greater Atlanta
Updated: Aug 8, 2022
Nashville, TN, July 20, 2021 – Disciplina is pleased to announce that it has been retained by the Community Foundation for Greater Atlanta as its investment advisor for its investment pool. The Foundation has been serving the Atlanta region for 70 years and is one of the 20 largest community foundations in the United States.
“Throughout this process it became evident that the Foundation’s mission, leadership and location make this an honored partnership. This mandate expands our firm’s presence within the Atlanta community where we maintain close ties and connected as investment professionals over 20 years ago,” said Matthew Wright, founder and president of Disciplina Capital Management.
“We were impressed by the level of detail Disciplina provided throughout the vetting process. They gave us a clear picture not only of their expertise, but specifically what they would recommend for our portfolio and the data behind their decisions,” said Frank Fernandez, president and CEO of the Community Foundation for Greater Atlanta. “Our two organizations also have shared values around equity and social justice, and the importance of being good stewards of our assets to benefit our work in the region.”
Thanks to this new mandate and other successes over the past year, Disciplina now oversees $1.6 billion in assets for the firm’s non-profit clients.
About Disciplina Capital Management
Founded in 2013, Disciplina is an independent, employee and diverse owned full-service investment advisory firm specialized in providing outsourced chief investment officer (OCIO) solutions for nonprofit clients. The firm works exclusively with select organizations focused on community service, cultural arts, education, faith-based initiatives, and healthcare. Disciplina’s founding partners have worked together as an investment team for over 20 years managing investments at leading university endowments and their current client roster. For more information, please visit www.disciplina.com .
About the Community Foundation for Greater Atlanta
Since 1951, the Community Foundation for Greater Atlanta has been leading and inspiring philanthropy to increase the vitality of our region and the well-being of all residents. With 70 years serving the Atlanta region and a robust team of experts, the Community Foundation expands its philanthropic reach and impact by providing quality services to donors and bold, innovative community leadership committed to equity and shared prosperity. The Community Foundation is a top-20 community foundation among 800 nationally, with approximately $1.2 billion in current assets, and is Georgia’s second largest foundation. For more information, visit: cfgreateratlanta.org or connect with the Foundation via Facebook, LinkedIn and Twitter.