Mission Statement

We see the firm's mission as the following, in order of importance: 

1. To deliver superior investment performance and advice to our clients.

2. To provide a collegial and productive work environment that embodies an affirmative set of work and personal values.

3. To manage the firm in an effective and coordinated way that achieves a level of profitability sufficient to achieve the firm's mission.

4. To always put our clients' interests before our own, and to provide our clients the best service possible consistent with achieving their investment goals.

5. To develop a broad array of superior investment products.

6. To grow as fast as is consistent with our ability to perform in a superior way as an investment and professional organization.

7. To enjoy our work.