Investment Resources: Program Advisors

We are only listing program advisors we believe have a strong SMSI focus. This list is offered in the spirit of information sharing and is not to be confused with an endorsement of any specific firm. Any affiliation of KL Felicitas Foundation or its principals with any of the firms mentioned is noted with an asterisk (*).

Correlation Consulting
Correlation Consulting provides strategic guidance for investors seeking premium returns from socially and environmentally conscious investments.

FSG Social Impact Advisors
FSG is a nonprofit organization that works with foundations, corporations, governments, and nonprofits to accelerate the pace of social progress. Among other services, they offer consulting services on strategy, evaluation, and operations to help clients increase their impact.

Rockefeller Philanthropy Advisors *
Rockefeller Philanthropy Advisors helps donors create thoughtful, effective philanthropy throughout the world. They provide research and counsel on charitable giving, develop philanthropy programs, and offer complete program, administrative and management services for foundations and trusts. They also operates a charitable gift fund through which clients can make gifts inside and outside the United States, participate in funding consortia, and operate nonprofit initiatives.

Since KL Felicitas Foundation is affiliated with one or more of the firms mentioned above, this list cannot be considered impartial. The information above is provided with the understanding that the authors and publishers are not herein engaged in rendering investment or other professional advice and services. Any opinions expressed are our current opinions only. The information above is not meant as a source of specific recommendations. Please visit Terms and Conditions to review terms and conditions for accessing and using this information.