Asset & Fund Management

We oversee every investment from close to exit, managing performance, compliance, and communication to ensure stability, transparency, and long-term success.

The Value of Full Lifecycle Support

Our asset and fund management teams stay fully engaged from the moment a transaction closes, serving as the liaison between investors and developers, monitoring funding benchmarks, and conducting site visits throughout construction and operations.

We manage multi-investment funds as managing member, prepare quarterly and annual financial and tax reporting, service NMTC loans, and lead workouts or restructuring efforts when projects face challenges. Through oversight, expertise, and communication, we provide full lifecycle management. 

New space at the Packing House
Expert Oversight

Asset Management

NTCIC’s asset management team serves as the primary liaison between investors and the development team from closing through exit. Immediately after a transaction closes, we collect and evaluate information tied to funding benchmarks and begin active monitoring of the project’s performance.

Our team conducts site visits during construction and continues assessments throughout operations to ensure progress, accuracy, and compliance. Our responsibility extends across the entire multi-year federal compliance period to ensure every project meets regulatory requirements, maintains eligibility, and delivers the tax benefits and stability our investors expect.

Fund Management
Expert Oversight

Fund Management

As fund manager, NTCIC serves as the strategic intermediary between investors, developers, and regulatory bodies. Our team can serve as the Managing Member on behalf of our clients for funds that aggregate multiple tax credit investments, overseeing every detail from fund formation through the end of the compliance period.

We oversee the fund’s structure, manage relationships, monitor performance, and guide the portfolio through complex federal tax credit requirements. Our expertise ensures capital is protected, compliance is maintained, and intended social and financial outcomes are achieved.

Our fund management approach draws on deep regulatory expertise, coordinated internal teams, and decades of experience structuring complex multi-credit investments. We ensure investor capital is deployed effectively, compliance is maintained, and every investment remains positioned to deliver or exceed its intended benefits.

Meet the Asset Management Team

With You Every Step of the Way

Meet our Asset Managers who oversee our portfolio investments through financial close through the multi-year compliance period.
Bret Mosher

Bret Mosher

Managing Director of Credit & Portfolio Management

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Kim Laird

Kim Laird

Director of Asset Management

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Andrae Baly

Andrae Baly

Senior Asset Manager

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Sarah Bussy

Sarah Bussy

Senior Asset Manager

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Maggie Ramold-Kile

Maggie Ramold-Kile

Senior Asset Manager

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Claire Brom

Claire Brom

Associate Asset Manager

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Ready to Get Started? Talk With Us Today.

We bring clear insight, deep experience, and strategic focus to every project, whether you're structuring complex capital or shaping long-term, legacy-driven development.

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Ready to Get Started? Talk With Us Today.