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Our Culture Business Principles Our Philosophy
 

BUSINESS PRINCIPLES:

1

Our clientele's interest always comes first. Our acquired knowledge and skill show that if we serve our clients well, our own success will follow.

BRIEF HISTORY

2

Our people are our biggest assets, capital and character. If any of these are ever diminished, the last is the most difficult to restore. We are dedicated to complying fully with the letter and spirit of the laws, rules and ethical principles that govern us.

3

We take great pride in the professional quality of our work. We have an uncompromising determination to achieve excellence in everything we undertake. Though we may be involved in a wide variety of activities, we would, if it came to a choice, rather be the best than the biggest.

4

We stress creativity and imagination in everything we do. While recognizing that we work the old fashioned way, hard work may still be the best way. We constantly strive to find a better solution to our client's problems. We pride ourselves on having pioneered many of the practices, principals and techniques that are becoming a standard in our industry.

5

We stress teamwork in everything we do. While individual creativity is always encouraged, we have found that team effort often produces the best results. We have no room for those who put their own personal interests ahead of the interests of the company and or its clients.

6

We consider our size an asset that we try hard to preserve. We want to be large enough to undertake the largest project that any of our clients could contemplate, yet small enough to maintain the loyalty, the intimacy and the esprit de corps that we all treasure and that contribute greatly to our own success.

7

We constantly strive to anticipate the rapidly changing needs of our clients and to develop new products to meet those needs. We know that the world of finance will not stand still and that complacency can lead to extinction.

8

Our business is highly competitive, and we aggressively seek new client relationships. However, we must always be fair competitors and will never denigrate other companies.

9

We regularly receive confidential information as part of our standard client relationships. To breach a confidence or to use confidential information improperly or carelessly would be unthinkable.

10

Integrity and honesty are at the heart of our business. We expect our people to maintain high ethical standards in everything they do, both in their work for the firm and in their personal lives.