We strive to be completely truthful, to present the whole truth, and not to make promises we can't keep.
We believe that our reputation is more valuable than our bottom line. Success is important, but integrity is essential. We are committed to succeeding the right way, without ever cutting corners or putting our interests ahead of our clients. Integrity means doing the right thing every time.
We exist for the benefit of our clients, and not the other way around. We strive to provide world-class service and to always meet or exceed client expectations.
We want to always give our best work and seek to constantly upgrade our skills.
Clients should know what and how they are paying and what they receive.
Investing should be about a rational assessment of risk and reward. We seek to implement processes that protect ourselves and our clients from making emotional decisions and to focus on the objective merits of an investment.
We seek to always learn, and to understand how the world works.
Overconfidence has been the downfall of many very intelligent people. We remind ourselves that in investing there is no sure thing, and everyone is susceptible to error. We realize there is always room for improvement and seek to continually hone our craft.