Pursuing Returns with Social Responsibility

We seek to outperform market benchmarks, so you don’t have to sacrifice principles in pursuit of financial performance.

Ensuring the Integrity of Your Investments

You want investments that reflect your Quaker values. Our shareholder advocacy and screening deliver it.

Low Fees. High Customer Satisfaction.

We keep fees low and deliver exceptional customer service.

ADDING VALUES TO INVESTMENT PERFORMANCE

Our financial performance is driven by sound investment strategy and strong Quaker values.

Providing Investment Solutions for Over 120 Years.

Investment Performance >

We invest based on Quaker values and consistently seek to outperform market benchmarks.

Investing With Values >

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.

Our
Funds >

We have multiple investment options to meet your organization’s unique needs.

The Quaker Difference >

Quaker principles, values, and testimonies guide our investment strategies and decisions.

Invest With Us

Our pursuit of strong investment performance, extensive experience, tireless shareholder advocacy, rigorous screening and exceptional customer service set us apart.
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