Our not-for-profit practice is an integral and growing part of Federal Street Advisors. 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.