Solutions, Broad-Based

A Guided Path Strengthens Your Mission

With $1 billion in institutional assets under advisement, our not-for-profit practice is an integral and growing part of Pathstone Federal Street. We are adept at meeting the unique needs of both not-for-profit endowments and family foundations through our specialized and wide-reaching services.

Consultative Services

To serve the varied needs of nonprofit organizations, we offer in-house expertise in areas central to their success, including investments, spending policy and governance. Based on each client’s objectives, we leverage specific services, offering counsel—from planning and execution to monitoring and reporting—in their best interest.