About Us

The most important responsibility we have is to our clients. The bond of trust we strive to nurture with them is as important as our commitment to maintaining the highest standards of professional competence. In the pursuit of maintaining that trust, our conduct is governed by the Golden Rule: We treat our clients as we would want to be treated were the roles reversed.

We pledge to our clients that we will abide by the Code of Ethics to which we, as Chartered Financial Analysts, are beholden:

• We will conduct ourselves with integrity and dignity.
• When performing financial analysis, we will act in a professional and ethical manner that reflects positively on our profession.
• We will always strive to maintain and improve the competence of the firm’s professionals.
• We will use proper care and exercise independent professional judgment.
• In researching potential investments, we will, among other things, consider company business affairs from a moral and ethical perspective.

We are responsible to the men and women who work to fulfill our mission. All persons must be accorded the respect they deserve, and their contributions are to be recognized. We are cognizant of the need people have to feel secure in their jobs. Compensation must be fair and adequate, and the workplace must be conducive to personal and professional growth. Further, we must foster an environment that makes it possible for employees to fulfill their family responsibilities.

We embrace the responsibility we have to our community. We must be good citizens. We support and provide leadership to those charities and institutions that contribute to the common good.

Our final responsibility is to the partners who have committed their capital to the pursuit of business value. The business must provide these owners with a satisfactory return on their investments.