Investment Services

Consolidated Funds
Friends Fiduciary Corporation offers socially responsible investment through its Consolidated Fund, a balanced (i.e. stock and bond) fund invested for long-term total return.

Separately Managed Investments
Quaker organizations with $500,00 or more to invest in one asset class can invest through a Separately Managed Account (SMA). The separately managed accounts are invested alongside Consolidated Fund assets and managed in a similar fashion. SMA's are available with all of our managers. 

Trusteeship
FFC serves as trustee for more than 70 Trusts. Most trust come to us as the named trustee under Will but others have been moved to Friends Fiduciary as successor trustee from banks at the request of the charitable beneficiary.

Pooled Life Income Common Fund
Friends organizations with a PLIF can combine with other funds for economics of scale. FFC administers payments and provides investment management. Each fund is tracked separately through unites in the common fund. Contact our office for more information on the PLIF Common Fund. 

 

 

Friends Fiduciary Corporation. 1515 Cherry Street. Philadelphia, PA 19102