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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.

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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.

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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.

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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.

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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.

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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.

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We strive to constantly excel.

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• We develop our clients’ will, character, capacity and capability to accomplish their goals.

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We value growth

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•  Grow and evolve, try something new, fail and get up again is our approach to growth.

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