Federal Street is experienced in leading the not-for-profit client through the process of articulating what they want to accomplish with their assets and determining the best investment program to meet these objectives.

Most of our foundation clients come to us at some transition point, often when they find themselves in control of a growing pool of financial assets they can no longer manage on their own. We help develop an Investment Policy Statement which clearly lays out the foundation's goals and risk tolerance, cash flow needs, and return targets consistent with the foundation's overall objectives.