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About Us

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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