Our Mission:                                     

To improve the overall quality of investment firms by developing professional competence, employee satisfaction, and compelling and integrated corporate strategy.

Our Values:

  • Practice healthy communication–honest, direct, and in the service of our clients
  • We listen carefully
  • A good night’s sleep is important–what we do needs to help us and our clients get there
  • It’s usually not about the money (but we like money)
  • Happiness and competence are mutually reinforcing
  • We maintain our perspective and our sense of humor
  • We know our limits and are clear about them