Founding Principles

Our firm is driven by the following founding principles:

1. We are 100% employee-owned and have the majority of our liquid net worth invested alongside our clients.
2. Our clients always come first and are the primary focus of everything we do.
3. Teamwork is highly prized and recognized, as it maximizes individual contributions.
4. We encourage dissent, which fosters an open culture and a true meritocracy – our ultimate organizational goal.
5. Respectful communication is the foundation of a successful work environment.
6. Responsible freedom enables individuals to achieve success according to their initiative and capabilities.
7. Hierarchy should be de-emphasized to spawn creativity.
8. People need the opportunity to fail; when used as a lesson, failure builds humility – learn and move on.