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ABOUT OUR

CORE VALUES

Core Values

HONESTY

We strive to be completely truthful, to present the whole truth, and not to make promises we can't keep.

INTEGRITY

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.

SERVICE

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.

EXCELLENCE

We want to always give our best work and seek to constantly upgrade our skills.

TRANPARENCEY

Clients should know what and how they are paying and what they receive.

RATIONALITY

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.

CURIOSITY

We seek to always learn, and to understand how the world works.

HUMILITY

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.