Core Values

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