Core Values

We will respect the dignity of every individual.

• We will recognize that every person is unique and his or her contributions hold value.
• We will motivate each other to be the best we can be by listening with compassion and challenging without judgment.
• We will welcome diversity in background, experience and perspective.

We will honor truth.

• We will conduct ourselves with honesty and integrity at all times and at all costs.
• We will fulfill our commitments with passion tempered by humility.
• We will acknowledge our mistakes and shortcomings, and do all that we can to work toward lasting reconciliation and binding trust.

We will value our tradition to serve.

• We will regard each relationship as a valuable asset.
• We will seek “win-win” solutions.
• We will pursue excellence relentlessly.
• We will invest our best in the success of others.

We will champion a long-term perspective.

• We will continue to build an enduring company by compounding our resources and talents through thoughtful and conservative investments in proven people, products and services.
• We will first and foremost protect the downside by anticipating future market, technology and competitive trends.
• We will endeavor to produce exceptional results through experience, creativity and hard work.
• We will meet our fiduciary responsibilities to our clients.

We will develop people and foster teamwork.

• We will create a learning environment that harnesses and releases both individual and corporate talent.
• We will give our people the skills and resources to sharpen their capabilities, and the authority necessary to carry out their responsibilities.
• We will work together across disciplines by sharing information and building consensus to achieve what is best for the entire company.

We will encourage faithful stewardship.

• We will hold ourselves accountable for the use of our gifts.
• We will make the most of our time, talents and resources.
• We will maintain a healthy balance in our lives between serving our families, our company and our community.