Team Members

top of page

Cores Values


We conduct ourselves with integrity in every aspect of our job. In the highly complex world of global financial markets, it really is as simple as always doing what’s right.


We know our success depends directly on how well we serve our clients. Our clients and their needs always come first. As unselfish as this may sound, it is probably our most selfish characteristic.


We aspire to be the best at what we do and be industry leaders in our field. We set high standards for ourselves and are only satisfied when we exceed them. This spans every aspect of our job including investment performance, research, and client service.


We know that hard work usually solves even the most challenging problems – with a little help from luck and the obvious requirement of skill. We hire self-motivated, result-oriented people with extremely strong work ethics.

Intellectually Curious

We are never satisfied with the status quo and are constantly bettering our understanding of how markets work. Understanding ‘why’ and ‘how’ things happen is a lot more important than ‘what’ has happened

Our values have long been reflected in the way we work.  They are essential guides for everyone the standards by which we live and succeed in 

Fewer complaints

Higher reliability

Faster service

Lower costs

Better accountability

bottom of page