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
Friends Fiduciary Staff Pitches in for Breakfast and Lunch at Face to Face
On Wednesday, October 13, 2026, the staff at Friends Fiduciary volunteered at Face to Face, a Germantown based organization that provides fresh hot meals and legal, health and social services to those in need. They also operate a Washeteria where individuals can take...
Shareholder Advocacy Update: Friends Fiduciary urges Kroger to increase and report on carbon emissions efforts
Shareholder Advocacy Update: Our shareholder proposal with The Kroger Company received 17.5% support! The work is ongoing as we continue to engage and file proposals that represent our Quaker values. In the spring of 2026, Friends Fiduciary filed a shareholder...
Advocacy Update: Friends Fiduciary urges Eli Lilly Board of Directors to require an Independent Board Chair
Shareholder Advocacy Update: Our co-filed a proposal at Eli Lilly requesting a separate board chair received 33.7% support! In the spring of 2026, Friends Fiduciary co-filed a shareholder proposal, with lead filer Mercy Investment Services, requesting Eli Lilly’s...