Producing returns and resilience with local capital.
Existing capital structures let value leak out of our community and limit us from building the assets that matter most.
The paradox is that local capital exists, but current structures send it elsewhere.
We design, launch, and manage investment strategies that unlock local capital from families, foundations, and institutions and strengthen our region’s future.
About
We design and manage long-term investment strategies rooted in three principles:
Local – decisions and dollars stay close to home.
Aligned – incentives tie investors and community outcomes together.
Long-Term – patient capital compounds resilience across generations.
The Local Fund
Our flagship vehicle, The Local Fund, is a pooled, evergreen investment fund dedicated to the South Bend region.
It delivers competitive returns while strengthening businesses, real estate, and infrastructure that matter most for the region’s future.
Team
Susan Ford – Co-Founder & Managing Partner
20+ years advising and leading executive teams across Fortune 500, PE-backed, and startup environments.
Dustin Mix – Co-Founder & Managing Partner
15+ years building investment strategies tied to civic and economic outcomes