Not only within our business functions, but also in the investments we choose, we align our business goalswith the hope that tomorrow can be better than today.  We have the innovation, knowledge, and technology to solve many of today’s problems, and the companies that are able to rise to the challenge, and see themselves as not only part of the economy, but part of a broader social, environmental, and global ecosystem, will thrive in the future

We have two rules when it comes to servicing our clients.  #1) The word "NO" is not part of our vocabulary.  If a solution is not immediately available, we work together with the client to understand the problem and leverage any and all resources until the client is completely satisfied.  We also strive to balance inquiry with advocacy, so that we can truly understand our clients’ needs, before implementing or recommending any investment strategies

Open Source Process & Learning:

Each decision is based on rigorous investment processes which balance "traditional" economic theories, strict financial discipline, and portfolio management systems, combined with, tools that provide flexibility to respond to the realities of increasingly complex, dynamic and interconnected marketplaces where "outer tail" or "black swan" events can quickly change the rules of the game. Our organizational philosophy is that of a "learning organization", in that we constantly challenge our thought paradigms and mental models to ensure that our actions are aligned with client goals.  While we base all of our decisions on our in-depth experience and knowledge of how the investment markets, we also have a deep appreciation for future events in which we cannot predict, and position our portfolios accordingly.  We have found that the overconfidence in ones expectation of future events, is often the most dangerous characteristics of investment managers.