WELCOME TO FEDERAL STREET ADVISORS
Federal Street Advisors®' provides conflict-free investment consulting and wealth advisory services to a select group of clients, with particular focus on clients in transition, complex multi-generational families, and mission-oriented non-profit organizations. Our subsidiary, Old North Advisors, provides comprehensive wealth management services on a discretionary basis. Our consulting and discretionary businesses both cater to high net worth individuals, nonprofit organizations, and foundations.
We currently oversee over $4 billion in client assets. Often our clients come to us at a transition point such as the sale of a business, the funding of a foundation, or the transfer of wealth from one family member/generation to another. For each client we design, implement, and manage a unique strategy to meet that client's specific goals.
Our services include:
- Investment strategy and asset allocation policy
- Investment manager selection and monitoring
- Financial coordination with other advisors
- Administrative support and reporting
Explore our site, but please also contact us so we can have a conversation about addressing your specific needs.