Our strong performance is driven by sound investment strategy and strong values
We keep fees low and deliver exceptional customer service
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Successfully Providing Investment Solutions For Over 30 Years
Ctserve Fiduciary works to ensure that our investments are in unity with distinctive views on peace and social justice. We act in three primary ways to ensure our quaker testimonies and values guide our investment activities.
- Actively screen companies for social responsibility.
- Vote shareholder proxies to communicate our Quaker values on financial, social, environmental, and governance issues.
- Join other institutional and faith-based investors in shareholder resolutions and company dialogues to encourage reform.
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ACTIVE OWNERSHIP
At Ctserve Fiduciary, active ownership goes beyond just voting proxies at a company’s annual meeting—it means raising issues that we see as important to the company’s long term sustainability and profitability. We do this by engaging companies in dialogue. If companies are unresponsive or unwilling to address an important concern, we can file a shareholder resolution. Resolutions are voted on by all company shareholders at its annual meeting and serve as an important barometer of shareholder interest and perspective. We often find that filing a resolution is enough to bring an otherwise unresponsive company to the dialogue table—and if a company is willing to change and we can reach a compromise, we withdraw the resolution. We see withdrawals as wins because it means the company has committed to forward movement. We maximize our impact by joining up with other like-minded investors through networks like the Interfaith Center on Corporate Responsibility (ICCR) and Ceres.
We raise a variety of issues with the companies we hold across environmental, social, and governance categories. Recent examples include methane reduction, food waste, lobbying, and human rights in the supply chain.
In 2020-2021 proxy season, we engaged 47 companies on 20 different issues. We dialogued with 29 companies, filed resolutions with 20, and were able to withdraw 4 of those resolutions after reaching agreement with the companies. Our robust active ownership is more fully described in our Stewardship and Engagement Policy.
04 – Timeline
Our Schedule For
this Event
Monday , 25 October 202108 : 00 am – 09 : 00 amMarket Spending and Trend Outlook for 2018 and Beyond 
William Henry2nd Floor Ballroom, City Hall09 : 00 am – 11 : 00 amState of the Market: IT Spending Review and Outlook 
David Cooper2nd Floor Ballroom, City Hall11 : 00 am – 12 : 00 amLunch and Learn Free Digital Marketing Event 
Daniel Waas2nd Floor Ballroom, City Hall
Monday , 25 October 2021
Our Working Process
Our team of experts are trained to always put the interest of the client first.
Investment Performance
We invest based on Quaker values and have consistently outperformed market benchmarks.
Investing With Values
Rigorously screened investments in unity with views on peace, social justice, and the environment.
Our Funds
We have multiple investment options to meet your organization’s unique needs.
The Ctserve Difference
Principles, values, and testimonies guide our investment strategies and decisions.
Testimonials
What People Are Sying About Us
In this way, testimonials are an important form of social proof. Social proof is one of two types of evidence
I’m astonished by how fast the process was. I’m really grateful to Ctserve Fiduciary.@BrianCooper Read More
I was referred to this company by a friend who engaged them and got decent results. After two months of hard work and thanks to my case manager, I got profit. I am a satisfied client and would recommend them to anyone.@DavidWaas Read More
Ctserve Fiduciary is a really nice platform for anyone who wants to invest. This platform gave me financial advice on the best places to invest my money.@AngieVarona Read More
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