Nonprofit Services
Our comprehensive investment services help nonprofits focus on mission.
What Makes Us Distinctive
Investing in mission
A History of Integrity
We are an independent firm focused your best interests. Every investment we make is in line with the values, governance structure, liquidity needs, and risk tolerance of your organization.
Expertise & Experience
We have a long history of managing investment portfolios tailored to the individual client specifications of more than 80 unique endowment, foundation, and donor-advised fund clients.
Disciplined Investing
Our focus on funding power over market cycles has yielded strong investment returns recognized in the industry. We follow a sustainable investing philosophy and offer proactive ESG options.
Experienced Professionals
The officers at F-trust have 20+ years’ average experience and we have professionals who specialize in serving nonprofit clients. We are proud to have achieved a 98% average annual client retention rate for more than a decade.