Strategic Investment Solutions Rooted in Integrity, Growth & Impact

At Quaker Investment Trust, we offer a comprehensive suite of investment services tailored to meet the evolving needs of individual and institutional investors. Our disciplined approach, combined with a deep commitment to long-term value and ethical impact, positions us as a premier choice for those seeking both performance and purpose.

What We Offer

Mutual Fund Management

We manage a family of well-structured mutual funds designed to achieve sustainable, risk-adjusted returns across different market environments.
Our flagship funds include:

• Quaker Impact Growth Fund
• Quaker Small/Mid-Cap Impact Value Fund
• Quaker Core Impact Equity Fund
• Quaker Global Tactical Allocation Fund

Each fund is actively managed by seasoned professionals with a strategic focus on long-term capital appreciation, value investing, and impact-oriented outcomes.

Impact-Driven Investing

We believe finance can be a force for good. Our investment strategies integrate ESG (Environmental, Social, Governance) principles and are aligned with sustainable development goals.
Highlights include:

• Mortgage-backed securities supporting minority families and low-income communities
• Investments in Community Development Financial Institutions (CDFIs) and minority-owned banks
• Transparent reporting on social and environmental impact

Diversified Asset Allocation

To build resilient portfolios, we diversify across:

• Equities (domestic & global)
• Fixed Income (investment-grade & municipal)
• Real Estate, Commodities, and Alternative Assets
• Exposure to digital assets and emerging markets (for qualified investors)

Institutional-Grade Risk Management

With oversight by our partners at Community Capital Management, LLC, our portfolio managers employ rigorous financial analysis, fundamental valuation models, and macroeconomic forecasting to mitigate risks while identifying growth opportunities.
Portfolio Managers include:

• Andy Kaufman
• Thomas Lott
• Alexander Alario

How You Can Invest

We offer flexible channels for purchasing and managing shares, whether directly or through trusted financial intermediaries.
Investment Access:

• Via broker-dealers or registered advisors
• Directly via mail, phone, or wire transfer
• Institutional Class Shares available ($1 million minimum – waivable)

Fee Transparency & Affordability

We believe in accessible, high-quality investing.

• Sales charge discounts for investments over $50,000
• Fee waiver agreement capping Total Annual Fund Operating Expenses at 1.74% (excl. 12b-1 fees)
• No hidden costs, full disclosure in our prospectus and SAI