Empowering Purpose-Driven Growth Through Strategic Investing
Quaker Investment Trust is a distinguished and forward-looking investment management firm committed to delivering sustainable, risk-adjusted returns through integrity, innovation, and long-term value creation. Rooted in a philosophy that blends traditional financial discipline with forward-thinking strategies, we serve a diverse range of individual and institutional investors across the United States and beyond.
Established with a vision to offer impactful and responsible investment solutions, Quaker Investment Trust manages a suite of mutual funds that reflect our core principles of quality, value, and strategic growth. Our approach is both disciplined and dynamic—combining rigorous fundamental research with emerging market insights across a wide array of asset classes. Our mission is clear: to empower investors to reach their financial objectives while contributing to positive societal outcomes.
At the heart of our platform are several key funds—each tailored to meet the specific goals of our investors:
- Quaker Impact Growth Fund
- Quaker Small/Mid-Cap Impact Value
- Quaker Core Impact Equity Fund
- Quaker Global Tactical Allocation Fund
These funds are actively managed by our experienced investment professionals and strategic partners at Community Capital Management, LLC. Led by seasoned portfolio managers including Andy Kaufman, Thomas Lott, and Alexander Alario, our team employs a meticulous selection process focused on identifying undervalued securities with strong fundamentals, sustainable growth potential, and long-term market relevance.
Beyond traditional mutual funds, Quaker Investment Trust has expanded its technical capabilities to operate across a diverse and evolving investment landscape. We employ advanced strategies in:
- Equities – Strategic equity portfolios with a focus on long-term capital growth and impact investing.
- Fixed Income – Diversified bond portfolios with a strong emphasis on credit quality, yield optimization, and community impact.
- Commodities – Exposure to natural resources and precious metals as part of a diversified hedge strategy.
- Real Estate – Direct and indirect investments in residential and commercial real estate, offering tangible paths to wealth accumulation.
- Energy (Oil & Gas) – Participation in global energy markets to meet growing industrial and consumer demands.
- Agro-Farming – Investment in sustainable agriculture that supports food security and community development.
- Digital Assets – Exposure to cryptocurrencies and blockchain technologies, tapping into
Stand Out From The Rest
Impact-Driven Philosophy
A hallmark of Quaker Investment Trust is our strong commitment to ethical and impact investing. We believe that sound investments can—and should—contribute to broader societal goals. For example, our Quaker Core Impact Equity Fund prioritizes mortgage-backed securities issued by minority-owned banks and Community Development Financial Institutions (CDFIs), directly supporting underserved communities, low-income families, and regions of persistent poverty.
Our goal is to deliver returns that go beyond numbers—returns that generate meaningful impact and support long-term societal resilience.
Client-Centered Service and Accessibility
Quaker Investment Trust is committed to providing investors with a seamless, transparent, and accessible investment experience. Investors may purchase our funds through broker-dealers, financial intermediaries, or directly via mail, phone, or wire transfer.
We also offer a flexible fee structure, including:
- Sales charge discounts for investments over $50,000
- Contractual fee waivers to cap Total Annual Fund Operating Expenses (excluding 12b-1 fees) at 1.74%
- Institutional Share Class minimums starting at $1 million (waivable at the Adviser’s discretion)
Why Choose Quaker Investment Trust
- Long-Term Performance Focus Disciplined strategies with a track record of delivering competitive risk-adjusted returns.
- Diverse Asset Class Expertise From traditional funds to advanced strategies in real estate, commodities, and digital assets.
- Social Responsibility & Impact Investment portfolios that align financial performance with meaningful social outcomes.
- Institutional-Grade Management Led by experienced professionals and strategic partners with deep industry knowledge.
- Client Empowerment Transparent, accessible tools and support to help every investor make informed decisions.
Join Us in Building a Better Financial Future
As we look toward the future, Quaker Investment Trust remains committed to leading with integrity, innovation, and impact. Whether you’re an individual investor, institutional partner, or advisor, we invite you to explore our offerings, connect with our team, and become part of a values-driven investment community.
Let’s grow together—with purpose, strategy, and results.
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