Investment and Portfolio Management

The Investment and Portfolio Management team at Foss & Company is responsible for evaluating, structuring, and managing tax credit investment opportunities across various sectors, including renewable energy, real estate, and sustainable technologies. They work collaboratively to optimize clients' portfolios, ensuring alignment with their tax management, earnings enhancement, and community reinvestment goals. This team analyzes investment performance, manages project finance operations, and provides in-depth market insights to support strategic investment decisions.