Separately Managed Accounts
For investors who meet certain account minimums, Friends Fiduciary offers access to a broad range of investment strategies, custom screening and comprehensive client servicing through its separately managed accounts platform. The separately managed accounts platform provides investors with access to leading institutional portfolio managers who implement Friends Fiduciary’s unique Quaker screens and who may be inaccessible to some investors. Our staff will tailor and manage portfolios to meet client’s unique guidelines and objectives. A critical component of this offering is our ability to control the total cost of fund management and investment implementation. With decades of experience in managing client assets, we have built the infrastructure and expertise to cost-effectively manage portfolios fully consistent with Quaker values.
For more information and minimum account sizes please contact Eston Griffin, Business Development and Constituent Relationship Manager at 215-241-7272 or firstname.lastname@example.org.