Manage investments with prudence, a long-term perspective, and the goal of providing returns consistently better than those of competitors, while keeping costs low.
Hold ourselves to the highest standards of ethical behavior and stewardship.
Strive to provide consistently outstanding service.
Communicate candidly about investment risks and costs as well as potential rewards.
Maintain strong internal controls to protect the assets and confidential information that our clients entrust to us.
Employ a talented, diligent, and diverse crew to ensure that we serve our clients well.
Adapt, evolve, and continuously improve in pursuit of excellence in all we do.