Our Firm

Our core values define who we are and permeate everything we do.

  • Integrity
  • Teamwork
  • Respect for Others
  • Performance Excellence
  • Investor Focus
  • Open and Candid Communications
  • Quality, Timely and Accountable Decision Making
  • Being Socially Conscious and Responsible

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Integrity Leadership models our values. We walk the talk.

  • We are genuine, open and honest.
  • We perform in both an ethical and moral manner.
  • We are compliant with the law and meet regulations
    in both letter and spirit.
  • We do what is right regardless of who is looking or
    who would know.
  • We "stick to our knitting" and deliver what we promised.
  • If we are in doubt about how to handle a situation...we ask.

Teamwork Each individual understands their role and respects the role of others.

  • We value working together as a team.
  • We are as comfortable in following as we are in leading.
  • Everyone has an opportunity to succeed.
  • We appreciate and enjoy the success of others.
  • We put the team before ourselves.
  • We seek to learn from everyone regardless of their
    background or level.
  • We actively seek out opportunities to help our team excel.

for Others
We strive to persuade and influence, not intimidate.

  • We value the individual and look for opportunities to
    leverage their diverse skills...helping both them and the
    organization to grow and develop.
  • We respect the value of everyone's time.
  • We value others asking for help...once they have taken the
    time to improve themselves.
  • We implement policies and procedures consistent with our
    values and apply them fairly.

We are committed to cultivating a performance driven, accountable
culture that rewards results.

  • We value smart and quality work and respect those that
    employ it with passion in achieving results.
  • We value creative solutions and the individuals that remain
    flexible and adaptable while providing them.
  • We value expectations and measures for our performance —
    clear, concise, and achievable — that define what success
    looks like.
  • We do not make excuses for errors or our shortcomings but
    focus on not repeating them...we find solutions that improve
    on them and prevent their reoccurrence.
  • We escalate potential issues whether within or outside our area.
  • We understand how we achieve results is as important as the
    achievement itself.

Investor Focus We understand our fiduciary responsibility and recognize its impact
on the lives of real people.

  • We believe transparency is an investor right.
  • Our investors are at the core of what we do.
  • We solicit and value our investors' counsel.
  • We value responsiveness to our investors' requests.
  • We endeavor to understand the needs of our investors...
    before they ask.
  • We believe in the alignment of interests and good governance
    in our decisions and actions.

Open and Candid
We live in reality. We understand what is actually happening and
respond accordingly.

  • We value everyone's opinion...even when it differs from
    our own.
  • We encourage open discussions...actively seeking out
    differing opinions.
  • We value hearing from teammates and incorporating good
    ideas into our thought process...we use what we learn.
  • We seek out fair assessments of our work...because we want
    to improve.
  • We encourage building relationships within the team that
    facilitate candid and open communications.

Quality, Timely
and Accountable
Decision Making
We believe that no decision is the poorest decision of all.

  • We value decisiveness with both clarity and brevity.
  • We value taking the right amount of time and using the
    appropriate resources in validating data to make a good
  • We recognize that sometimes all the data, time or resources
    are not available and a decision must still be made.
  • We value everyone executing on the decision once made...
    even when they do not agree.
  • We value the honesty in making a wrong decision...in being
    both accountable for them and their outcomes as well as
    their mitigants.

Socially Conscious
and Responsible
We care.

  • We are committed to maintaining the environment where
    we live, work and invest.
  • We are committed to providing work/life flexibility for those
    with whom we work.
  • We are committed to giving back and helping those who are
    in need or less fortunate.

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