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