Trusted Relationships

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• We constantly strive to meet the needs of our people, clients and the firm. This requires balance and the acceptance of change.

• Our business is competitive. We will compete aggressively to expand our client relationships without denigrating our competitors.

• We listen to and value the voice of the client. We are always looking for new services and resources that our clients want and need. At the same time, we don’t tell our clients what they want to hear, but what they need to hear.

• We offer a flexible work environment. We trust each other to do what needs to be done no matter where or when we are working.

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Integrity and Honesty

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• Integrity and honesty are of utmost importance to our firm. We expect our owners, staff and clients to conduct themselves with integrity and honesty.

• Our assets are people, reputation, culture and clients. We are committed to complying fully with laws, rules and ethical principles in order to protect those assets.

• We are vendor agnostic. We maintain our independence to help our clients connect with the companies and resources best suited to their unique needs.

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Innovation

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• Innovation and creativity are a necessity in order to remain competitive. We value technology as a strategic asset and invest accordingly.

• We view ourselves as a global company and value our international alliances. International clients, travel and relationships are encouraged.  

• We will continue to invest in technology that automates our unique processes and provide licensing arrangements for our intellectual property.

• We take great pride in the quality of our work. We strive to provide our clients with value through leadership, relationships and creativity. We focus on what can be done rather than on just what must be done.

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Development and Growth

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• Confidence is important to our employees and the firm. We strive to maintain confidence at a high level in order to learn, grow and meet our clients’ requirements.

• We value training and learning. It is a key component to our culture. Everyone in the firm is expected to grow through the sharing of knowledge and wisdom, both from each other and from outside sources. Training and learning is a two-way street.

• Dedication and loyalty are valued as is the growth of the firm. The firm must continue to grow in order to provide opportunities for younger professionals.

• Leadership is valued at all levels within the firm. Employees are encouraged to develop their leadership skills throughout their career. We encourage community involvement.

• We strive to place our people in positions that utilize their unique abilities and leverage the firm’s unique processes. Testing, training, performance and experience all play critical roles in an individual’s growth and promotion.

 

Respect, Teamwork and Unity

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• Our employees are first and clients second. While our clients are extremely important, we cannot provide quality services without quality employees. Therefore, we strive to attract and retain quality individuals who are highly motivated and focused on client service. Good judgment is as important as is ability.

• Teamwork is vital to our culture and the ability to serve the needs of our clients. Individual creativity is important, but it must be incorporated into creating value for our clients and the firm.

• We respect and welcome the diversity of our clients, vendor relationships and team members. We are committed to creating an environment that is inclusive of all.

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Accountability

 

• Profits are critical to the success of the firm and its employees. They assist the firm in attracting and retaining quality personnel as well as providing the capital necessary for firm growth.  

• We are a shared vision firm rather than a shared services firm. We update our strategic game plan during our annual firm summit. Employees are encouraged to participate in a variety of ways. Each employee is required to complete a personal 90-day game plan. Accountability reviews are conducted every 90-days.