Our Guiding Principles

We believe that much of our success to date is attributable to the principles we live by, Trust, Integrity and Commitment. These principles have been core to our firm since its inception and drive a unique culture committed to exceptional service, performance and results. As such, we see them as the fundamental strength of our business and everything we do is guided by them.

Trust

We aspire to become our clients’ preferred investment partner. We achieve this by communicating openly and honestly, ensuring strong and transparent corporate governance, delivering on our promises and always placing the needs of our clients at the forefront of our thinking.

"A man is judged by his deeds, not by his words." Anonymous

Integrity

We conduct ourselves with integrity in everything we do. Our reputation, as individuals and as a firm, is paramount. Our word is our bond, we say what we do and we do what we say. As a learning organization, we are self-critical, acknowledging our mistakes and trying always to learn from them.

"Trust is built with consistency." Lincoln Chafee

Commitment

We are passionate about our work and are intensely focused on performing at the highest levels. Our success requires that we out-think and out-work our competitors while maintaining a key focus on our investors’ best interests.

"I know the price of success: dedication, hard work, and an unremitting devotion to the things you want to see happen." Frank Lloyd Wright

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