Pathstone Federal Street
An independent, employee and family-owned advisory firm, Pathstone Federal Street offers multigenerational families and nonprofit organizations strategic family office services and customized investment advice. They see social and financial missions as complementary and work with their clients to align them in a results-oriented portfolio. They believe that investors can reach their financial goals while also incorporating their personal values into their investment strategy. With a heritage in environmental, social, and governance (ESG) investing, they understand the subtleties of aligning investments with values and missions. Their holistic approach to sustainable and impact investing goes well beyond just avoiding sin investments. It includes public and alternative investment strategies run by managers seeking companies making positive ESG impact on the world.