Our Culture
You might not expect a financial services firm to use words like warmth and caring
To us, these aren’t just words, they’re the heart of our culture.
What makes us unique? It’s our inspired and inspiring employees. The care they show in building rewarding relationships with our clients. It’s our commitment to professional excellence, every day. This began the day we were founded and has remained at the core of everything we do. It’s a commitment to the true north of our values. To knowing who we are, and living that through our work, every day.
What makes us different is also what makes us successful. We’re now one of the leading independent investment advisory firms in the U.S.
Our Commitment to an Inclusive and Equitable Workplace
Our strength lies in our people and the wide range of perspectives they bring.
We are committed to cultivating a workplace culture where everyone feels respected, supported, and empowered to grow. We value the unique experiences and viewpoints of our employees and believe that we all thrive when individuals can bring their whole, authentic selves to work.
Leadership & Organizational Culture
Leaders shape the tone and values of any organization. Our leadership champions inclusive values, reinforcing the importance of welcoming perspectives and backgrounds different from your own and creating a culture rooted in respect and openness.
Hiring Pathways
We strive to ensure that our hiring practices are inclusive and representative of the broader communities we serve. We are proactive in reducing bias and expanding access at every stage of the recruitment process.
Retention, Development & Advancement
Recruitment is only part of the equation. We also examine whether employees have equitable access to career development and advancement, and whether some groups are facing challenges that impact their experience or retention. This ongoing evaluation helps us remove barriers and ensure everyone has the opportunity to succeed and grow.
Network of Support
We engage with peers across industries to exchange strategies and practices that help foster more inclusive environments. By working together, we can accelerate progress beyond our own organization and contribute to broader positive change.
Holistic Integration
An inclusive approach is woven into our core business strategy and underpins how we create value for all stakeholders. These principles guide our investment decisions, fiduciary responsibilities, client services, and internal operations.
Creating Value Beyond Our Walls
We understand that how we do business matters, not just to our clients, but to our team, our investment managers and suppliers, the environment, and the communities where we live and work.
We follow a model we call Creating Shared Value, which means that we consider all stakeholders — clients, employees, suppliers, owners, communities and the environment – when making decisions about how we operate. Because we succeed together.
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