WELCOME TO FEDERAL STREET ADVISORS

Founded in 1991, Federal Street Advisors delivers comprehensive investment consulting advice and service to a select group of foundations and wealthy individuals and families. Federal Street is unique in that it offers institutional depth with small firm flexibility.

We currently oversee $3.5 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.