Nonprofits & Other Fiduciary Institutions

We recommend efficient, low-fee investment options. Our transparent management fee is competitive, even when compared to national discount advisors.

We lead staff and board input processes to reach alignment on key topics such as risk tolerance, ESG interest, allocation preferences and more.

We bring experience in cause-driven fundraising, finance, planning, management, and communication, allowing us to help leaders define a holistic investment strategy and support its pursuit.

We understand that our clients goals are not about generating wealth but about generating impact. We help our clients feel confident in the near-term, plan for projects on the horizon, and plant seeds for mission perpetuity all at once.

When responsible for client funds, they are held and managed at Fidelity, Charles Schwab, or Altruist. We offer guidance on selecting a custodian, but the choice is always the client’s.

We offer a range of ESG investment options focused on sustainability and societal impact, including exclusionary, inclusionary, and impact funds. We help clients understand the trade-offs and define what fits best in their portfolio.

As our name suggests, FFA is legally bound to act in your best interest. We accept no commissions. Our only compensation is the low, fair, and transparent fee paid directly by our clients.