Summary of Services

Socially responsible investing in harmony with Friends' Testimonies.

Solid historic performance over the long-term

Steady stream of income through total return distributions

Lower level of risk through diversification

Quarterly performance reports (AIMR standard):
            for each individual manager
            for the total fund

Quarterly newsletter

Proxies voted, guided by Quaker beliefs and values

Extremely low expense ratio in comparison to other funds, whether actively managed or not

Ability of constituent organizations to maintain separate funds for separate purposes

Opportunity to individualize semi-annual distribution instructions (accept payout, reinvest all or  reinvest just a portion of the payout allocation)

Continuity of management assured by experienced professionals on the Friends Fiduciary Board of Directors

Reduced burden for your volunteers (i.e. treasurer, board, finance committee, school committee)

Availability of loans using units as collateral

Annual meeting open to all constituent organizations