VALUES
8 VALUES WE FOLLOW
We practice eight values. We impart eight values.
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Our values define us and our independence is sacrosanct.
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Our decisions and actions are always in keeping with our curated value system.
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We treat client information as if it were our own.
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We make recommendations which we would personally follow.
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We adopt a philosophy practiced by professionals who view ethical business as the highest calling.
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We use a simple test to determine if we are honoring our principles: can we routinely cite instances where we declined a potentially lucrative deal because it was not in keeping with our value system?
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We believe there is no point in having principles if we refuse to follow them when it counts the most.
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We value growth.
Our decisions are aligned to our values.
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We are a values-driven organization following an internal code of conduct.
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Our independence allows us to routinely adopt the route of logical reasoning and disagreements, all the time keeping our client’s best interests before our own.
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We build long-term client relationships and champion counter-intuitive views.
We display the highest standards of professional integrity.
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We hold ourselves to the highest standards of professional conduct and honor our commitments.
We manage our clients’ resources and reputations as if they were our own.
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We bring the best to every client relationship in order to enhance our clients’ reputations.
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We take great pride in challenging conventional wisdom when the data suggests a different approach.
We practice intellectual humility.
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We generously dispense advice while engaging stakeholders on the belief that respect is a right. It need not be earned.
We keep all client information confidential.
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We do not advertise nor market ourselves, or disclose confidential information.
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We best serve our clients by only enacting discrete initiatives to support their ambitions.
We let our impact speak for itself.
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We do not promote ourselves and strictly work on a referral basis. Our intentions and results will determine our destiny.
We strive to constantly excel.
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We develop our clients’ will, character, capacity and capability to accomplish their goals.
We value growth
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Grow and evolve, try something new, fail and get up again is our approach to growth.