Providing Investment Solutions for Over 120 Years.
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We invest based on Quaker values and consistently seek to outperform market benchmarks.
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We are the most active Quaker organization engaging in shareholder policy and advocacy in unity with Friend’s views on peace, social justice, and the environment.
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Quaker principles, values, and testimonies guide our investment strategies and decisions.
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Our pursuit of strong investment performance, extensive experience, tireless shareholder advocacy, rigorous screening and exceptional customer service set us apart. Learn MoreLatest News
Statement in response to Iran War
Like many of you, we at Friends Fiduciary have been dismayed at the news that another war has begun, in a world already suffering from much violence and upheaval. We hold in the Light those who have been killed, their families and loved ones, and everyone who is...
Friends Fiduciary signs on to Home Depot investor statement
Friends Fiduciary has joined 16 other investors to co-file a shareholder resolution led by Zevin Asset Management, requesting Home Depot to conduct a review of their surveillance partnership with firm Flock Safety as well as their data sharing practices with law...
Friends Fiduciary signs on to Gender Equity Statement
Friends Fiduciary has signed on to an investor statement led by Adasina Social Capital in support of Upholding Gender Equitable Workplaces. As highlighted in the statement, "As investors in publicly traded companies, we believe it is in the best interest of employees,...