Trust and Integrity: These traits are paramount within the Firm and are the foundation upon which our relationships with our clients, our underwriters, our partners and our resource providers are based.

Confidentiality: In an increasingly high-exposure society, we go to great lengths to protect our clients’ personal information in our record keeping, in electronic transmissions and by keeping all clients’ personal matters on a need-to-know basis with our trading partners.

Independence: As a privately held company not subject to the pressures of public shareholders and Wall Street analysts, 100% of our focus and investments are client-centric. This enables us to be unwavering in our long-term commitment to provide our clients with objective, unbiased advice.

Accountability: We deliver on our commitments and always remain accountable for our actions.

Excellence: We set the standard for service excellence and continually strive to raise these standards with each passing year.

Passion: We bring energy and a genuine desire to protect and care for our clients through everything we do.

Citizenship: We strive to earn and maintain the respect and trust of our clients and community at large.