Saturna Capital, manager of the Amana, Saturna Sustainable, Sextant, and Idaho Tax-Exempt funds, draws upon years of investment experience to aid investors in navigating today’s complex market environment.  Founded in 1989, Saturna has helped individuals and institutions build wealth, earn income, preserve capital and achieve their financial goals for more than thirty years.

Saturna’s deep-rooted belief in value investing permeates all of our investment decisions.  We don’t follow trends, we analyze opportunities through detailed research exploring geopolitical developments, industry themes, technology trends, competitive environments, and corporate leadership. We are long-term, values-based, and socially responsible investors.  We view consideration of environmental, social, and governance (ESG) factors as essential in forming portfolios of high-quality companies that are better positioned to reduce risk and identify opportunities.  We believe that companies proactively managing business risks related to ESG issues make better contributions to the global economy and are more resilient.


Active investing to reflect your values


We are a premier provider of disciplined, ethical solutions building on our legacy of superior results.


Saturna Capital Annual Report

Saturna is committed to providing outstanding investment value to our clients. We allocate our investment management responsibilities among an excellent team of qualified professionals and are engaged in a variety of efforts to diversify our business. Global assets under management decreased 6% for the fiscal year, ending at $5.4 billion. Assets managed by our Malaysian subsidiary fell -7% to $286 million. Assets managed in ETFs with our European partner increased to more than $8 million. The markets in which we compete are dominated by firms many times our size, which means we work constantly to benefit our clients with strong investment returns, increased resources, and reduced fees. Being a niche firm with diversified products gives us a competitive advantage compared to other firms our size.


The same value philosophy that drives Saturna’s investment process also governs the management of our business, giving Saturna the financial strength and stability to weather the most turbulent conditions. Most important to Saturna’s success, however, is our clients’ success.  We believe our clients’ interests always come first, perhaps explaining why our relationships span so many years. After three decades of offering superior investment solutions and outstanding customer service, we look forward to the next several decades of helping you secure your financial future.