The following values represent more than just words on a page. They are words we live by, both as individuals and as a team. By constantly challenging and seeking strength and integrity in ourselves, we become better and ever stronger for our clients with each passing year.
This is made remarkably easier given our lack of institutional conflicts, such as those that are often present among advisors who also engage in lending activities and selling more than just their best advice.
By aligning our own goals and interests with the ultimate success, long-range benefit, and value interests of our clients, we ensure that their success is our success.
When it comes to protecting a favourable outcome for our clients, we aim to outthink, outmanoeuvre, outwork, outclass, and outlast our competition at every turn.
Our success and that of our clients is measured in years. Just as triumphant wars are a function of more battles won than lost, victorious companies are made of more than a single profitable transaction or successful capital raise. Our advice and execution is therefore not only tactical and functional on a transactional level, it seeks to advance our clients’ holistic goals and to preserve and expand future value over the long term.
In investments and mandates led by us, our resources and reputation are always at stake, and the funds we invest are almost always the first capital in and the last capital out.
We command superior results of ourselves, and so do our clients. To ensure that our internal incentives are properly aligned with these expectations, our staff compensation structure is heavily weighted in performance that is directly linked to the success of our clients, rather than to mere activity that leads to little if any practical result or added value.
We are committed to telling our clients the truth, even when the truth is difficult to for them to hear or contrary to our own financial interests. We pride ourselves on leveraging facts rather than smoke and mirrors to deliver outstanding results.
Only by facing adversity head on and without fear can the greatest gains be realised for ourselves and for our clients. This involves the cultivation of a culture that embraces and reaps value from failure, and teaching our clients to do the same.
These simple principles are at the heart of every decision we undertake and every value we hold dear, as a family, as colleagues, and as a trusted advisor to our clients.