Office of the Fiduciary Advisor

The Office of the Fiduciary Advisor ("OFA") serves as a fiduciary advisor for defined benefit (DB) and defined contribution (DC) retirement plans and fills the role of an outsourced CIO for endowments and foundations. OFA helps create custom investment programs, improve the governance processes and provide administrative services. Our core team is a multi-disciplined group of investment professionals with an average of 18 years of experience that spans plan sponsor, portfolio management, treasury, financial and performance reporting, audit, legal and compliance competencies.

Grounded with State Street core custody and systems, OFA has delivered actionable advice that is backed by our strong fiduciary roots and the breadth and depth of services that State Street can provide for nearly 20 years. Our goals are to provide clients with excellent counsel on asset allocation, seek to improve funded status and risk-adjusted returns, streamline day to day management and rebalancing, and deliver exceptional client service. In short, working as a co-fiduciary, we manage your plans and foundations/endowments so that you can manage your core business more effectively.

Office of the Fiduciary Advisor
One Lincoln Street
Boston, MA 02111
(P) 617 664 3309

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Management Team