Our Mission

Guided by Quaker principles, values and testimonies, Friends Fiduciary provides prudent, cost-effective management of financial assets for Friends organizations.

Vision

We strive to excel as:

• A national leader in socially responsible investing, delivering highly competitive investment performance while furthering Friends Testimonies and Concerns through our actions
• The trusted investment manager of choice for Yearly, Quarterly and Monthly Meetings of Friends
• A trusted partner in managing the long-term financial assets of Friends schools, retirement communities, and other Quaker organizations
• The most convenient and helpful resource for charitable giving, serving donors and Friends meetings and organizations