Mission Statement

We see the firm’s mission as the following, in order of importance:

  1. A Firm Commitment to deliver prudent investment advice to our clients.
  2. A Firm Commitment to always put our clients’ interests before our own, and to provide our clients the best service possible consistent with working towards their investment goals.
  3. A Firm Commitment to provide a collegial and productive work environment that embodies an affirmative set of work and personal values.
  4. A Firm Commitment to manage the firm in an effective and coordinated way that achieves a level of profitability sufficient to achieve the firm’s mission.
  5. A Firm Commitment to research and analyze a broad array of sound investment products.
  6. A Firm Commitment to grow as fast as is consistent with our ability to excel in a way as an investment and professional organization.
  7. A Firm Commitment to Charity and Benevolence.
  8. A Firm Commitment to enjoy our work.