We go the extra mile in seeking the best opportunity to deliver that additional tranche of value, while providing the highest levels of product and service quality to our clients.

Values:

• Trust and Mutual Respect: We believe that trust is the foundation of all long-term business relationships. Mutual respect for all stakeholders is the cornerstone of our approach to effectively managing your investments.

• Integrity: we conform to the highest levels of ethics and personal responsibility while using a fiduciary approach as advisors to our clients.

• Transparency and Candor: we believe that real improvement in performance can only occur when we are clear, direct and forthright with our clients – and vice-versa. No exceptions.

• Shared Objectives: we work to align objectives and interests across all stakeholders in the investment. This alignment of interests drives performance and shared success.

• Results: our approach to client engagements is and will always be results and performance oriented. We take a fiduciary approach to each assignment, with the objective of meeting and exceeding our client’s expectations, and to maximize returns on their investments.