Fund Management
Copies of the most recent Financial Report, fees assessed and investment strategy on the Foundation's endowed funds are available through Ameriprise or through the Foundation office by calling 906-774-3131.
Insight Wealth Solutions
Ted Simonsen
110 East B St
Iron Mountain, MI 49801
Phone: 906-774-5002
The Foundation maintains a 'pass through' checking account, a high yield savings account and an operating account at First National Bank & Trust of Iron Mountain.
Our affiliates, the Crystal Falls Area and Norway Area Community Foundations' endowed funds are invested through us with the First National Bank & Trust of Iron Mountain / Kingsford.
233 South Stephenson
Iron Mountain, MI 49801
Phone: 906-776-3280
Our affiliate the Norway Area Community Foundation maintains a checking account for their Youth Advisory Committee (YAC) at the Northern Interstate Bank of Norway.
501 West US Hwy 2
Norway, MI 49870
Phone: 906-563-9233
Our affiliate the Crystal Falls Area Community Foundation maintains a checking account for their Youth Advisory Committee (YAC) at the Northern Interstate Bank of Crystal Falls.
1636 US Hwy 2
Crystal Falls, MI 49920
Phone: 906-875-3300