FEG's mission is to "Empower our clients to achieve their goals through superior investment performance, objective insights, and research". We are an independently-owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients, such as university endowments, private and public foundations, community foundations, religious organizations, and healthcare institutions. FEG developed the Responsive Investing Solutions Exchange (RISE), as a partnership with our clients to provide investors seeking both financial and social gains the opportunity to align their portfolios with their own unique goals.
Pathstone is a partner-owned, independent Registered Investment Advisor with deep roots in environmental, social and governance (ESG) analysis and expertise in mission- and values-aligned investing. We provide highly customized investment advisory services to foundations and other nonprofit organizations, families, and family offices. Our mission is to create true partnerships that foster sustainable financial health and support our clients’ specific needs and goals. Pathstone is a Certified B-Corporation.
Syntrinsic Investment Counsel partners as a fiduciary with nonprofit organizations and philanthropic private clients to develop, implement, and monitor customized investment portfolios.
