Our Core Values

  • Our clients’ interests always come first. If we serve our clients well, our own success will follow.
  • Our assets are our people, capital and reputation. If any of these is ever diminished, the last is the most difficult to restore.
  • We are dedicated to complying fully with the letter and spirit of the laws, rules and ethical principles that govern us.
  • Our goal is to provide superior returns to our stakeholders. Profitability is critical to achieving superior returns and attracting our best people.
  • We take great pride in the professional quality of our work. We have an uncompromising determination to achieve excellence in everything we undertake.
  • While recognizing that the old way may sometimes still be the best way, we constantly strive to find a better solution to a client’s problems.
  • We know that without the best people, we cannot be the best firm. We strive to identify and recruit the very best person for every job. 
  • We offer our people the opportunity to move ahead as rapidly as possible. Advancement depends on merit, and we have yet to find the limits to the responsibility our best people are able to assume.
  • While individual creativity is always encouraged, team effort often produces the best results.
  • The dedication of our people to the firm and the intense effort they give their jobs are greater than one finds in most other organizations.
  • We constantly strive to anticipate the rapidly changing needs of our clients and to develop new approaches to meet those needs.
  • We regularly receive confidential information as part of our normal client relationships. To breach a confidence would be unthinkable.
  • Our business is highly competitive. However, we must always be fair competitors and must never denigrate other firms.
  • Our workspace and our tools are a direct reflection of who we are and how we deliver results to our clients.
  • Integrity and honesty are at the heart of our business. We expect our people to maintain high ethical standards in everything they do.