Our corporate culture

We strive to earn our clients’ trust by adhering to our core principle values:

 

Integrity

  • Fiduciary duty we owe to our clients
  • High ethical standards
  • Avoidance of conflicts of interest
  • Unbiased investment advice

 

Transparency

  • No compensation from third parties
  • No incentives to sell products to clients
  • Regular and on-demand performance reports

 

Trust

  • Honest and accurate communication
  • Alignment of interest
  • Commitment to clients

 

Professionalism

  • Experienced and highly qualified investment team
  • Complying with all applicable laws, rules and regulations
  • Transparent and consistent investment and risk management process
  • Maintaining independence and objectivity

 

Confidentiality
  • Client privacy is of utmost importance
  • Protecting the confidentiality of client information
  • Preserving client information even after termination of relationship


"Set your expectations high; find men and women whose integrity and values you respect; get their agreement on a course of action; and give them your ultimate trust."

 

John F. Akers, IBM CEO, 1985 - 1993