WELCOME TO FEDERAL STREET ADVISORS
Federal Street Advisors®' comprehensive investment consulting advice and family office services benefit a select group of foundations and wealthy individuals and families. Founded in 1991, Federal Street is celebrating 20 years of serving our clients. Federal Street is unique in that it offers institutional depth with the flexibility of a boutique.
We currently oversee $4 billion in assets. Often our clients come to us at a transition point such as the sale of a business, funding of a foundation, passing of a spouse or taking responsibility for a trust. For each client we design, implement, and manage a unique long-term strategy to meet that client's specific goals.
Our services include:
- Investment strategy and policy
- Investment manager selection and monitoring
- Financial coordination
- Administrative support
Explore our site, but please also contact us so we can have a conversation about addressing your specific needs.