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Core Values
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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.