Integrity
Ethical actions drive our every thought concerning your financial decisions. We continually ask ourselves if our actions represent who we really are on a day to day basis. We are sensitive to investments that have questionable moral implications. For example, we avoid participation in investments that have ties to tobacco, alcohol, gaming or negative environmental characteristics. Some believe that this ethical stance should be left out of the investment decision process. However, we believe that our world needs ethical and moral leadership and more importantly, this is who we are as individuals. Remembering who we are, what we stand for, and where we’ve come from is critical to our everyday actions.