Fund Management
Copies of the most recent Financial Report, fees assessed and investment strategy on the Foundation's endowed funds are available through Insight Wealth Solutions or through the Foundation office by calling 906-774-3131.
Ted Simonsen
Jon Ellis
600 Carpenter Avenue, Iron Mountain, MI 49801
906-774-5002
Fax: 906-774-1266
The Foundation maintains a checking account, a high-yield savings account and an operating account at First National Bank & Trust of Iron Mountain.
233 South Stephenson Avenue
Iron Mountain, MI 49801
906-776-3280
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 Avenue
Iron Mountain, MI 49801
906-776-3280
Our affiliate, Norway Area Community Foundation, maintains a checking account for its Youth Advisory Council (YAC) at the Northern Interstate Bank of Norway.
501 West US Hwy 2, Norway, MI 49870
906-563-9233
Our affiliate, Crystall Falls Area Community Foundation, maintains a checking account for its Youth Advisory Council (YAC) at the Northern Interstate Bank of Crystal Falls.
1636 West US Hwy 2
Crystal Falls, MI 49920
906-875-3300
