Our not-for-profit practice is an integral and growing part of Federal Street Advisors. We currently work with 15 foundation clients who represent almost $1.0 billion in combined assets. We are adept at meeting the unique needs, goals, and spending requirements of each foundation client.

We are distinguished by:

• Designing the right program for the client in order to further the foundation’s mission.
• Bringing our program and governance expertise to foundations' Boards, Trustees, and staff so that the decision makers meet their fiduciary duty.
• Diversifying assets among cash, Bonds, Stocks and alternative investments in a way that is likely to produce the required return with consistency.
• Being able to incorporate social criteria and mission related investments into the investment program as appropriate.