Our Vision

Our vision is to be a trusted partner for our clients and a respected leader in global asset management.

Our Mission

Our mission is to add value with active portfolio management to help our clients reach their long-term financial goals. We achieve this through our investment strategies, adhering to our values and investment principles, and offering employees a challenging and rewarding place to build a career.

Our Values

We do the right thing
We act with integrity and put our clients first.

We think for the long term
We engage in thoughtful decision making and believe that investment excellence should drive our decisions.

We work together to achieve common goals
We show respect and humility towards each other and our clients. We believe in creating a supportive work environment that fosters teamwork, collegiality, and effective communication.

We strive for excellence
We make the extra effort, practice continuous improvement, and stay flexible to adapt to changing circumstances.

We are committed to employees
We foster an environment that provides flexibility and opportunity for growth, while also requiring accountability.

We are independent
We will remain a privately owned, independent firm to ensure that we act in the best interest of our clients and employees.

We are community minded
We support philanthropic giving and encourage employee volunteerism.