Our Operating Principles

Our first responsibility is to our clients, those people who have entrusted their hard-earned assets to our care. We honor our fiduciary responsibilities which include: loyalty, impartiality, prudence, confidentiality, discretion, disclosure and stewardship. In dealing with our clients we strive to be considerate, sensitive, compassionate, independent, competent, flexible, innovative and above all responsive to their individual needs and desires.

We also believe in our employees. Our employees are a diverse group of dedicated people, well-trained and motivated. We work as a team, collaborating when necessary to provide the best possible investment choices for our clients. To this end, we all participate in conferences, outside reading and continuing education.

Finally, we feel responsible to our community. We encourage participation in our community and respect for our environment. Activity in charitable, civic and professional organizations allows us to better understand our business and cultural environment. We feel that better understanding helps us to make better choices.

We truly enjoy what we do. We cherish camaraderie, the pleasure of working, the joy of creativity and the satisfaction of quality service. It is by combining all of these things that we feel that we can best serve our first responsibility, our clients.

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