Caring
- We value and care for our clients and our people
- We emphasize integrity, trust, and quality in all aspects of our services
- We “do the right thing” and maintain high ethical standards
- We take our social responsibility seriously
Sharing
- We choose to work as a family, sharing responsibilities and outcomes
- Collaborating, mentoring, teaching, supporting, and coaching define the relationships with our clients and our people
- We share opportunities and enjoy others’ successes
Investing
- We invest in our people and build our resources to extend the value we bring to clients
- We embrace change and foster continuous learning
- We strive for innovation and diversity
Growing
- We are willing to maximize our clients’ success
- We encourage our people’s development to attain a higher form in our professions
- We aim to build a better place for our people to grow and to balance their life goals and wealth-accumulation needs
- We seek to sustain continuous profitability and intellectual capital