by Ethan Birchard | Mar 5, 2026 | News
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...
by Ethan Birchard | Feb 4, 2026 | Winter2026Newsletter
Last year saw Friends Fiduciary cross the $800 million mark in assets under management, with strong market returns augmenting net inflows that included more than $30 million in new assets. Friends Fiduciary also made an important new hire to help grow and modernize...
by Ethan Birchard | Jan 9, 2026 | Quarterly Updates 2025
Dear Friends,Thank you for investing with Friends Fiduciary. This is your fourth quarter update with important news and information about Friends Fiduciary and your account with us. We wish you and your loved ones a healthy and enjoyable 2026! 2025 Fourth Quarter...
by Ethan Birchard | Oct 10, 2025 | Quarterly Updates 2025
Dear Friends,Thank you for investing with Friends Fiduciary. This is your third quarter update with important news and information about Friends Fiduciary and your account with us. We wish you and your loved ones a healthy and enjoyable Fall season! Friends Fiduciary...
by Ethan Birchard | Jul 31, 2025 | Summer2025Newsletter
The first half of 2025 has presented a contrast from our perspective as Quaker values investors. On the one hand, as CIO Rich Kent covers in detail, equities have largely rebounded after a steep, tariff-related dive in spring, leaving multiple segments of the market...
