Southwestern Medical Foundation

Southwestern Medical Foundation

Southwestern Medical Foundation

Date Founded



2305 Cedar Springs Road,Suite 150,Dallas, TX 75201

Charitable Causes

Education Research & Support

Employees (Worldwide)



Social Interest
Investment Services & Portfolio Management

Company Description

In 1943, the Foundation established Southwestern Medical College and helped to nurture its growth from a fledgling medical school into one of the preeminent medical research and academic centers in the world. Today UT Southwestern medical center enjoys an international reputation for discovering the basis for disease through research, applying the discoveries to the clinical care of patients, and educating the next generation of health care professionals.

Contact Data
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Executives & Employees

President & Chief Executive Officer

Senior Vice President & Chief Financial Officer

Vice President-Director of Finance

Corporate Secretary

Planned Giving Director

Executive Vice President (Jan-Aug)


Senior Manager of Accounting

Director of Donor Relations

Board of Directors

Chairman & Chief Executive Officer at TreeHouse, Inc.

Paths to Southwestern Medical Foundation
Potential Connections via
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Southwestern Medical Foundation
Advisors & Consultants
Investment Manager

The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL.

Investment Manager

LKCM is an active, long-term manager which aims to invest in high quality businesses that they believe will produce consistent, repeatable and superior risk-adjusted returns. The firm offers several equity, fixed income and alternative investment approaches, which are generally available through separately managed portfolios, the LKCM Funds, LKCM partnerships and single-investment partnerships. Their Core, Small-Cap and Small-Mid Cap Equity strategy seeks to achieve its investment objective through fundamental analysis of individual companies and seeks high quality companies. LKCM’s fixed income strategy seeks to achieve its investment objective by typically investing in investment grade corporate fixed income securities, fixed income securities issued or guaranteed by the US Government, its agencies or instrumentalities, and/or municipal fixed income securities.

Investment Manager

FEG develops sophisticated, globally diverse portfolios designed with a goal to help enhance investment returns. The firm’s mission is to empower their clients to achieve their goals through superior investment performance, objective insights, and research. They take a broad-based view of asset allocation, with investments generally falling into one of four asset categories: global equity, global fixed income, real assets and diversifying strategies. Each category serves a specific role within a portfolio. An allocation to all four categories provides diversification to major market risk factors and provides a high-level framework to view the exposures within the portfolio. In order to achieve an even greater level of diversification, the four broad categories are further broken down into subcategories with more specific risk/reward characteristics and market behavior. By strategically allocating portfolios among these categories, FEG seeks to generate consistent returns and manage risk irrespective of the market environment.

Key Stats and Financials As of 2017
Market Capitalization
Total Enterprise Value
Earnings Per Share
Non-Profit Donations & Grants
$2,500 - $4,999
$2,500 - $4,999
Non-Profit Donations & Grants Received
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