Federal Street eLetter Masthead 2

September 2012
Federal Street Featured in Barron's Top 100 Independent Wealth Advisors
September/October '12 issue profiles John LaPann 
The cover story of the August 27 issue of Barron's features firms that continue to climb despite challenging market conditions, noting that "it's not easy to thrive as an independent advisor these days." Once again, Federal Street made the Top 100 Independent Financial Advisors list, ranking 28th in the nation based on factors that include revenue generated and the overall quality of the team.

Federal Street's Other Top Rankings
Advisor One's 2012 Top Wealth Managers Survey. Federal Street was ranked #7 in assets under management per client and was profiled by the magazine.

Financial Advisor Magazine ranked Federal Street #21 overall and #1 in New England in its 2012 List of Registered Investment Advisors.
 

Boston Business Journal ranked Federal Street #17 in its 2012 list of Largest Area Independent Advisors.

Bloomberg once again included Federal Street in its 2012 ranking of Top 50 Family Offices . The list includes top European as well as US firms.
"LaPann runs a business whose core mission remains providing advice not just on nitty-gritty investment products, but on the broad issues that revolve around wealth."
"'While a lot of our competitors use exactly the same vocabulary open architecture, best-of-breed managers, (LaPann) says, it's important for us to differentiate ourselves today... One distinction is that every client works with one of the firm's four principals, and that the people with knowledge and experience are the ones working directly with clients.'"
FEDERAL STREET ADVISORS   
www.federalstreet.com      617-350-8999 

Providing conflict free investment consulting and wealth advisory services to individuals and nonprofits, with particular expertise in:   Customized Portfolio Design,  Alternative Investments,  Socially Responsible Investing, Philanthropy, Endowments & Foundations and Working With Complex Families.