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The Fox Group specializes in prudent investment management for foundations, endowments and charities. The Fox Group decided to move into this sphere of investment management for two important reasons. First we have always recognized the importance of giving back to our communities as well as to society in general. If we can facilitate our clients wishes to contribute to a certain cause than we think that we too are helping to make a contribution to the greater good. The second reason why we decided to assist clients with this part of their financial experience is that we feel that it fits with our overall conservative investment philosophy. By design foundations, charities, and endowments should employ a conservative investment mandate. This investment philosophy fits very well with the way in which The Fox Group manages money.
Alan Fox is a member in good standing of the Canadian Association of Gift Planners and regularly attends educational presentations in order to keep abreast of changes to legislation that may impact the way in which gifts are made and administered.
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