firm values

Firm Values


Core Values

  • Integrity & Trust: Do what is right. Deliver on commitments.
  • Client Centered: Always act in the best interest of our clients.
  • Employees are Family: Care, kindness, courtesy, respect.
  • Passion for investing: Commitment to achieving superior investment results.
  • Positive “Can-Do” Attitude: Demonstrate a willingness to tackle any task.

Supporting Values

  • Be Nice: Reflect kindness and courtesy at all times.
  • Independent thinking: Have the courage to develop and articulate your own convictions. Debate others openly and honestly.
  • Teamwork: Collaborate to gather facts, develop perspective, build conviction and support timely decision making.
  • Community Involvement: Make the world a better place starting with our own community.
  • Commitment to Excellence: Strive to learn and improve. Implement best practices.
  • Balance: Enjoy your work while balancing professional activities with interests beyond the firm.