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