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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 urges Eli Lilly Board of Directors to require an Independent Board Chair
Friends Fiduciary has co-filed a shareholder proposal, with lead filer Mercy Investment Services, requesting Eli Lilly’s Chair of the Board of Directors, whenever possible, be an independent member of the Board. Eli Lilly faces substantial financial, legal and...
Friends Fiduciary featured on The Quakers Today Podcast
In the season six premiere of the Quakers Today podcast, host Peterson Toscano is joined by new co-host Diana Yañez, a certified financial planner and convinced Quaker. Together, they move “into the wallet” to explore money not just as personal math, but as a...
Friends Fiduciary signs on to Target investor letter urging changes
Friends Fiduciary is part of a group of 27 institutional investors who recently sent a letter to retailer Target, highlighting concerns that “a series of recent public-facing decisions and communications by the company may have introduced reputational, operational,...