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About us


We are committed to enriching society by delivering superior services.

We are not afraid to continually challenge conventional wisdom and actively encourage change in order to pursue growth. We respect diversity and value differences of opinion. We strive to empower individual investors to take control of their financial lives, free from the high costs and conflicts of traditional brokerage firms and to feel confident about their financial future. Our business is people and their financial well-being. Therefore, in the pursuit of our goals, we will conduct ourselves in accordance with the following precepts: Our clients always come first.

Integrity and honesty form the bedrock of our business. We expect the highest ethical standards in our work and personal lives.

Excellence and Innovation
We aim for excellence in all that we do, and ensure that our investment processes encourage rigorous research, curiosity and continuous learning. We believe interdisciplinary, diverse teams are the most likely to yield new insights and produce the best results for our clients over the long-term.

Teamwork underpins our one-firm culture. We consider each of the women and men with whom we work as individuals entitled to respect and dignity, and we recognize and reward their contributions on the basis of merit.

Effective communication is critical to teamwork and to our relationships. We encourage and especially value hearing different viewpoints and respectful challenges to consensus opinions.

Diversity, in the broadest sense, helps drive our success. A welcoming work environment, where individuals can bring the totality of their experience and perspectives, is an invaluable contributor to greater economic success.

Sustainability Research
Our investment philosophy, which integrates sustainability research with traditional financial analysis, affords us the highest opportunity to deliver outstanding investment results.

Responsible Citizenship
We recognize and accept our responsibility to live in accordance with our values, to be responsible to the communities in which we live and work, and to the world community. We aim to reduce our environmental footprint where possible, we are mindful of ways to help our employees fulfils their personal responsibilities, and we actively encourage philanthropic engagement.