Fund Evaluation Group, LLC (FEG) is an objective, service-based investment advisory firm, founded in 1988, whose purpose is to advise fiduciaries of endowments and foundations in the development, enhancement, and evaluation of their investment programs.
FEG is headquartered in Cincinnati, Ohio, with additional offices in Detroit, Michigan; Indianapolis, Indiana; and Rexburg, Idaho. As a 100% employee owned investment advisory firm, FEG's priority is to eliminate conflicts of interest and accomplish two primary goals for its clients:
- Maximize the opportunity for investment return while balancing portfolio volatility
- Enhance fiduciary oversight
The vast majority of FEG's clients are in the not-for-profit sector; such clients have been at the "core" of our client base for 18 years. We provide ongoing consulting services to over 80 full-service endowments and foundations and advise approximately $30 billion in assets.
Since the firm's inception in 1988, FEG has provided consulting leadership through proactive recommendations on asset allocation, investment structure and policies, investment managers, and current issues. In addition to FEG's traditional investment consulting, FEG also offers a discretionary advisory service, FEG Advisors, which is designed to implement the committee's policy decisions.
FEG's depth and experience enable our firm to support client's objectives in a constantly evolving marketplace. Our size also provides distinct advantages. FEG is nimble enough to promptly respond with personalized attention and, at the same time, large enough to provide sophisticated analysis and industry leverage with investment managers (traditional asset classes and alternative strategies), custodians and other financial service providers.
Fund Evaluation Group, LLC
Attn: Gary Price
201 East Fifth Street, Suite 1600
Cincinnati, OH 45202
P: 513.977.4400
F: 513.977.4430
www.feg.com
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