Clients Served

A large portion of our institutional clients operate as nonprofits, with missions to provide educational assistance, improve or enrich their communities, or deliver healthcare and other types of support.

Endowments & Foundations


  • Large Health Systems
  • Hospitals
  • Long-Term Care Facilities

Other Organizations

  • Faith-Based
  • Nonprofit
  • Charitable
  • Corporate

FEG also provides independent investment research to registered investment advisors (RIAs), family offices, regional banks, and other financial institutions through our outsourced Research Services solution. Additionally, FEG's Managed Portfolios are available for distribution through financial intermediaries and advisors.

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Inspiring Change

FEG's primary focus is to support the missions of our clients.

We are grateful to serve many remarkable organizations that are committed to making the world a better place. Their ambitions range from protecting the environment, improving their local communities, educating future leaders, to ensuring their employees are financially prepared for retirement. We are proud to share how some of the clients we work with have inspired us by advancing their missions.

The Dayton Foundation

Photo courtesy of The Dayton Foundation

The University of Dayton and The Dayton Foundation

Dayton, Ohio | Client Since 1993

The University of Dayton and The Dayton Foundation partnership, which allows undergraduates to manage $3.7 million in donor funds, recently earned international recognition as one of AACSB’s 2024 Innovations That Inspire. AACSB International, one of the world’s largest business education alliances, recognized the University of Dayton Davis Center for Portfolio Management partnership for its societal impact and influence on future business leaders.

This partnership, which began in 2019, allows students to make all decisions regarding equities, fixed income, and real assets, with $27,000 of their management fee already donated to local charities. The Davis Center also manages the Flyer Investments Fund, one of the largest undergraduate-run investment portfolios in the country valued at more than $68 million.¹ Students buy, sell or hold stocks, and outperform many professional money managers.

Learn more about the University of Dayton and The Dayton Foundation

¹ Data as of 1/17/2024


Photo courtesy of the University of Arizona Disability Center

University of Arizona Foundation

Tucson, Arizona | Client Since 2013

With a focus on excellence, achievement, and integrity, the University of Arizona Foundation's fundraising and distribution records are impressive. In 2018 alone, the Foundation secured over $300 million in gifts and commitments, nearly meeting their billion-dollar endowment goal.

The Foundation was also integral in supporting UA Adaptive Athletes, the nation's largest wheelchair and adaptive collegiate-based sports program, which initially recruited Riley as a student-athlete. With targeted fundraising, a robust alumni network, and a strong vision for UA's future, the Foundation helps ensure the success of current and future students.

Learn More About University of Arizona


Photo courtesy of the Greater Cedar Rapids Community Foundation

Greater Cedar Rapids Community Foundation

Cedar Rapids, Iowa | Client Since 2011

The Greater Cedar Rapids Community Foundation is deeply invested in building a strong community by awarding grants across the nonprofit sector, proving that people can do incredible things together.

The Foundation helps more than 500 nonprofits expand their reach, including the First Lutheran Church, which provides warm meals every Saturday evening for those in the community that are experiencing food insecurity.

Learn More About GCRCF


Photo courtesy of the Sierra Club Foundation

Sierra Club Foundation

Oakland, California | Client Since 2009

To ensure a viable and healthy environment for all, the Sierra Club Foundation inspires, educates, and engages decision-makers and community leaders. With a conservation legacy and a planetary focus, this organization strives to ‘be the change’ by engaging locally with individuals and nonprofits to elevate grassroots activism.

The ‘Our Wild America’ campaign protects public land, waters, and wildlife for future generations. Furthermore, the organization's efforts to address the climate crisis by moving beyond fossil fuels to embrace ‘Clean Energy For All’ is transforming our nation's economy.

Learn More About Sierra Club Foundation


Photo courtesy of the Catholic Education Foundation

Catholic Education Foundation

Louisville, Kentucky | Client Since 2013

The Catholic Education Foundation (CEF) offers grants, tuition assistance, and professional development opportunities to make Catholic education in the Louisville area more affordable and engaging.

Remarkably, 97% of the students supported by CEF tuition grants have gone on to pursue college or post-secondary training. The number of students receiving aid keeps growing—in 2017, the Foundation supported more than 3,100 students with $6.4 million in tuition assistance.

Learn More About the Catholic Education Foundation


Photo courtesy of the Headwaters Foundation

Headwaters Foundation

Missoula, Montana | Client Since 2017

The Headwaters Foundation works diligently to ensure all Montanans are healthy and thriving—especially those most vulnerable. Taking a non-traditional approach to funding, Headwaters employs a unique ‘trust-based’ philanthropy system and provides training opportunities for local nonprofit organizations.

Recently, the organization launched its ‘Zero to Five’ initiative aimed at improving the lives of children and families in the region. Impressively, Headwaters was able to award over $2 million to community organizations within its first year of operation.

Learn More About the Headwaters Foundation

Share Your Story

We want to hear how your organization is making a difference in your community.