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our Vision, Mission and Core Values

Vision Statement

Our vision is to provide our clients with tremendous peace of mind, a clear understanding of their situation, and a comfort in having that trusted financial professional ready to answer any questions that come up, and who meets with them regularly and keeps them on the right path, to be a trusted partner for our clients and a respected leader in global asset management.

Mission Statement

Our mission is to add value with active portfolio management to help our clients reach their short and long-term financial goals. We achieve this through our investment strategies, adhering to our values and investment principles, and offering employees a challenging and rewarding place to build a career.

Core Values

  • Practice high ethical standards.
  • Respect and protect the environment.
  • Meet the changing needs and desires of clients and consumers.
  • Credibility: The quality of being believable or trustworthy. This drives the faith our clients have in us as to the quality of service we give them.
  • Loyalty: For those who are responsible for keeping us in business we owe our unflinching loyalty. Our people in turn owe the company unalloyed loyalty in return for our investment in knowledge and the respect we accord them as members of a team working together towards shared goal.
  • Accountability: We strive to be accountable in all dealings with our customers.
  • Disciple: The traits of being well behaved. Above all, we deliver our promise the old fashion way; through sheer hard work. We earn our success, fair and square. 

We do the right thing 
We act with integrity and put our clients first.

We think for the long term 
We engage in thoughtful decision making and believe that investment excellence should drive our decisions.

We work together to achieve common goals
We show respect and humility towards each other and our clients. We believe in creating a supportive work environment that fosters teamwork, collegiality, and effective communication.

We strive for excellence 
We make the extra effort, practice continuous improvement, and stay flexible to adapt to changing circumstances.

We are committed to employees
We foster an environment that provides flexibility and opportunity for growth, while also requiring accountability.

We are independent 
We will remain a privately owned, independent firm to ensure that we act in the best interest of our clients and employees.

We are community minded 
We support philanthropic giving and encourage employee volunteerism.