Our mission is to be a goal oriented, integrity driven, focused organization that provides superior service to our clients by:

• Helping our clients achieve economic success and financial security;

• Creating a place where our employees can learn, grow, and be fulfilled in their work; and

• Optimizing the long-term return to our shareholders while providing a safe and sound investment.

Core Values

• Reality (Fact-Based) - In order to be better, we must begin by understanding what the facts are.

• Reason (Objectivity) - Sound premises, induction, deduction, and integration are the tools of clear reason.

• Independent Thinking - Creativity is strongly encouraged and only possible with independent thought.

• Productivity - At the individual level, productivity is the commitment to act.

• Honesty - We must say what we mean and mean what we say. We must keep our agreements.

• Integrity - Regardless of the short term benefits, acting inconsistent with our principles is to our long-term detriment. We will not compromise our principles.

• Justice (Fairness) - Individuals should be evaluated and rewarded objectively (for better or worse) based on their contribution to accomplishing our mission and their adherence to our values.

• Pride - We must perform our work in such a manner as to be able to be justly proud of what we have accomplished.

• Self Esteem (Self-Motivation) - We expect our employees to earn positive self esteem from doing their work well. We expect and want our employees to act in their rational, long-term self interest. We want employees who have strong personal goals and who expect to be able to accomplish their goals within the context of our mission.

• Teamwork/Mutual Supportiveness - While independent thought and strong personal goals are critically important, our work is accomplished within teams. Each of us must consistently act to achieve the agreed upon objectives of the team with respect for our fellow employees, while acting in mutually supportive manner.