We promise to:
- Put our investors' interests first at all times.
- Manage investments with prudence, a long-term perspective, and the goal of providing returns consistently better than those of competitors.
- Hold ourselves to the highest standards of ethical behavior and fiduciary responsibility.
- Strive to be the highest-value provider of investment services by offering outstanding performance and service while keeping costs as low as possible.
- Communicate candidly about investment risks and costs as well as potential rewards.
- Maintain highly effective controls to protect the assets and confidential information that are entrusted to us.
- Employ a talented, diligent, and diverse crew to ensure that our clients are well served.
- Adapt, evolve, and continuously improve in pursuit of excellence in all we do.