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We are...
- Top-quality professionals who
- Seek to deliver superior performance to our investors
- Are intelligent with the highest integrity
- Value accountability, transparency, ingenuity, experience, and persistence
- Uncompromisingly loyal to clients
- Providing high-value services at low cost
- Always doing what is best for the client
- Seeking trust, guarding assets, and respecting privacy
- Preventing conflicts of interest
- Risk managers
- Making investments only when expected returns outweigh risks
- Preparing for the unforeseen through planning, earnings and capital
- Acting with discipline, limiting leverage
- Insisting on professionalism and respect through leadership, supervision, and compliance
- Protecting our reputation
- Building operations internally, preferring in-house over outsourcing
- Integrated business operators
- Standardized on efficient, simple, coherent technologies
- Unifying our business through enterprise systems
- Seeking competitive advantages
- Educators for our
- Investors through websites, publications, reports, articles, lectures, seminars
- Employees with information and data, education and training, conferences and meetings
- Communities by improving local schools, colleges, and educational systems
- Industry and fellow citizens by actively participating
- Prudent entrepreneurs
- Building partnership culture through employee ownership and shared successes
- Compensated only by salary, benefits, equity, and bonus — not commission
- Creating new financial solutions for our clients and diversifying our markets
- Adapting and evolving, while respecting history and tradition
- Community contributors
- Paying hefty taxes on profits, revenues, property, and compensation
- Supporting worthy charities
- Promoting philanthropy