• Uncompromised dedication and loyalty to our advisory and investing clients are at the heart of everything we do.

• We are an entrepreneurial and nimble Firm, unencumbered by bureaucracy and politics. We should use this advantage in every way possible, both internally and externally.

• Transparency is vital to our identity, our culture and our success. Complex problems are a prominent feature of our industry and are best solved by early warning, open discussion and a sharing of ideas.

• We embrace diversity, not merely because it’s right, but because it creates the most interesting, vibrant, and commercial environment.

• “I trust you” is the highest compliment we can receive from an advisory client, an investor or a colleague. We should aspire to be the most trusted firm in our industry.

• It takes a special kind of person to enjoy and prosper in our firm. Our people succeed through their wits, their experience, their relationships and their creativity; without the benefit of armies of people or a huge balance sheet.

• While our business model hinges on having experienced senior people with exceptional reputations, our junior people are the lifeblood of the firm. We cannot be successful without fully developing the next generation to take the place of the current partners.

• Our partnership extends beyond our partners. Every person in the Firm should be devoted, first and foremost, to the Firm’s reputation and well being. Self centered or “silo” behavior is antithetical to who we are.

• At our firm, personal ambition and teamwork go hand in hand. Let’s always venerate individual creativity and drive, mindful that each of us, and therefore the firm, performs most effectively when we operate in a collegial manner.