- 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.
- 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.