Moxie Investment Funds

The Moxie Investment Fund is an exciting new venture in partnership with The Sherbert Group focused on securing the highest quality historic tax credits for our development partners. With a strong background in real estate, our team is uniquely positioned to assist developers in obtaining historic tax credit project financing in well-established markets via federal and state tax credit equity and bridge loans. No other real estate consulting firm or tax syndicator in the country can boast having four former tax partners with national accounting firms.

The Moxie Fund is dedicated to establishing the highest-quality, investment-grade properties so that potential partners seeking to invest in historic tax credits can feel assured they are making a sound financial decision.

The Moxie mission is to provide underwriting, financial structuring, construction monitoring and operational oversight to projects, bringing together the resources of a team of exceptional professionals who have been involved with thousands of tax credit solutions during the last 25 years.

“Both The Sherbert Group and our firm have an impeccable reputation for high-quality projects and exceeding the expectations of investors at the end of the day. The Moxie joint venture will only raise the bar for performance due to the synergies resulting from the combination of resources in our two firms.” said George L. Strobel II, Co-CEO and Managing Director of Tax Credit Investments for Monarch Private Capital.

Headquartered in Charlotte, N.C., The Sherbert Group performs services for clients nationwide with a combined portfolio in excess of $3 billion. The Sherbert Group is a premier provider of accounting, tax, consulting, development and management services to the real estate tax credit industry. The Sherbert Group has been Chevron’s top performing historic tax credit fund manager in recent history.

“The Moxie Investment Fund – through the combined resources of Monarch Private Capital and The Sherbert Group – is uniquely positioned to help developers complete historic tax credit deals and, in turn, finish projects,” Strobel said.



To learn more about how the Moxie Fund can help secure funding for your next project, visit

For information about how to invest tax equity in Moxie Historic Funds, please call George Strobel or Rick Chukas.