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Clients Succeed or ....

We fail

  • We are in business solely to deliver results to clients - period.
  • We are fiduciaries.
  • If we canít deliver, we should go home.

  • Think big, and ...

    Stay nimble
  • Push boundaries and keep innovating.
  • Strive for impact.
  • Create value or donít bother.
  • Quality of results over asset growth is what matters.
  • Preserve passion, focus and agility.

  • Trust is critical ...

    If you want to succeed
  • Internally with each other and externally with clients and manager partners.
  • Building productive relationships is at the core of our high performing team.
  • Professional and personal support for employees.
  • Hire smart people and let them run.
  • Reward our team for taking smart risks.
  • Eliminate nonsense.
  • Empower our people and promote from within.

  • Passion is essential, but ...

    Arrogance kills
  • Managing client assets is a privilege that inspires us.
  • Openness, candor and elimination of bureaucracy.
  • Humility is our watchword. Ego is our enemy.
  • We admit and learn from our mistakes.
  • Continually reexamine ourselves and constantly strive for improvement.

  • We do our part, and ...

    Make it fun
  • We support the community.
  • We strive to be inclusive and impact lives. Itís the right
    thing to do.
  • Hard work and an inspiring workplace are not mutually exclusive.
  • We celebrate success.
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