We promise to:
- Align our interests with our clients' interests.
- 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.