Over the past ten years, endowments and foundations with less than $10 million have grown their assets 21%,1 and yet, they still remain a significantly under-serviced set, as the demand for sophisticated advisory solutions far outweighs the supply.

To bridge this marketplace gap, FEG offers a strategic solution for financial advisors. Together, we can leverage our strengths and build our endowment and foundation business through a mutually beneficial relationship.

THE E&F Opportunity

There are currently more than 1.58 million nonprofit organizations in the U.S., including public charities, community foundations and private foundations. Of these, foundations with less than $10 million in assets comprise approximately 94% of the known opportunity set and represent $463 billion in assets.2



1National Center for Charitable Statistics (NCCS). November 2006–August 2016. 
2National Center for Charitable Statistics (NCCS). August 2016.