Social Responsibility

Guided by Quaker testimonies and values, our investment philosophy and shareholder activities reflect a distinct awareness of important cultural and economic issues such as the environment, human rights, just wages, safe working conditions, good corporate governance, and much more. Explore Socially Responsible Investing >

Serving Quaker Organizations

We serve Quaker Yearly, Quarterly, and Monthly Meetings, Schools, Retirement Communities, and other Friends organizations and the donors who wish to support them. Learn More >

Consolidated Fund

This balanced fund delivers socially responsible, cost-effective returns, and specialized accounting for your Quaker organization.

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Custom Asset Allocation

We provide customized asset allocation for organizations with substantial assets.

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Charitable Services

Support and gift administration for Friends organizations in their development efforts and for their donors who wish to make meaningful gifts.

Learn more about charitable services >