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 Quality
We are committed to quality in both our investments and our
business practices. From an investment standpoint, we place a higher
priority on the preservation of capital than on the achievement
of outsized gains that incur sizable risks. Our culture reveres
consistency and durability, which has led us to develop a philosophy
that invests exclusively in high-quality stocks and bonds. We employ
a clear, disciplined investment process that utilizes proprietary
research and rely upon our own judgment when making investment decisions.
From an operating perspective, we believe that quality is reflected
in superior day-to-day execution across the various parts of the
organization. We emphasize the details and require accuracy and
timeliness.
Service
Helping our clients achieve their goals is the basis of our long-term
success. We listen carefully to them to understand their individual
circumstances and concerns, help them tailor investment plans to
achieve their goals using realistic assumptions, and review progress
regularly. We believe that frequent personal contact and clear written
communication are the best means to render superior service. It
is the responsibility of every person in our firm to conduct themselves
in a courteous and professional manner when dealing with our clients
and their advisers.
Integrity
We hold ourselves to the highest ethical standards. We tell
the truth to our clients, our business partners, and each other.
People
It is important that we show respect and regard for all people
at all levels of our organization. We encourage the development
of our talented people through empowerment, accountability, and
equal opportunity.
Community
We have an obligation to improve
the communities in which we operate. Our employees are encouraged to contribute
their time and effort to worthy local causes and activities that give back
to the community.
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