Who We Serve
We work with a variety of non-profit organizations, including private foundations, endowments, and donor-advised funds. Our non-profit clients include established charities as well as funds and foundations established by wealthy families as charitable giving vehicles.
Clients value The Tarbox Group’s decades of experience working with non-profits and our holistic approach to managing charitable assets. We design an investment policy based on each organization’s goals and spending needs and then develop a risk-based asset allocation to support both giving and asset growth.
Our foundation clients understand the importance of making a difference in the lives of others and also the challenges of managing a non-profit. They appreciate the depth of expertise and care that we bring to managing their assets and helping them achieve their long-term objectives.