Who we, as a company, strive to be:
Our mission is defined by helping our clients reach their goals.
We are guided by an uncompromising commitment to excellence, integrity and inclusivity.
Our purpose is inspired by the recognition of our role in its responsibility.
We translate our shared beliefs and passion into success for our clients.
Wherever our clients' goals lead them, we're at the helm, guiding them with our energy, expertise and professionalism. It doesn't matter what their goal is -- it could be their legacy, impact, capital or a combination -- we develop a deep understanding of the aspirations behind them all.
From there, we develop a strategy aimed at delivering the highest level of service, as well as first-class investment performance, that's designed to help our clients realize their goals.
We realize that at the end of the day, our clients are the only ones who can unequivocally determine if we are a company that is focused solely on helping them achieve their financial goals.
In order to reach that mission, our firm's ownership structure ensures that our company is aligned with the success of our clients. Only by doing so can our clients and our firm discover the opportunities needed to reach our mutual goals of success.
Our firm has always been -- and will remain -- a mutual fund company that is privately owned so that our interests and practices can be fully aligned with the needs of our clients. Because of this approach, we aren't required to meet the public's short-term expectations. Rather, we remain focused on our clients' goals at all times.
Because our firm is private and independently owned, we are better positioned to invest heavily with our clients in mind, doing what is best for them and their goals. Our client-focused approach leads to relationships with our clients, colleagues and shareholders that span generations.
Within our finance firm, no single holder of equity owns more than five percent of the company. This approach allows us to avoid the pressures that other firms often face when they are at a generational transition: to either sell the entire company or go public.
Our lack of a singular ownership status encourages reinvestment activity on a long-term basis as well as a lively spirit of innovation in terms of investments. This is possible because no single group or colleague is singularly invested in the financial risk that can be the cost of such decisions.
Our commitment to being balanced and inclusive is reflected in the fact that each of our colleagues is an equity owner. Collectively, as a group, they are the owners of approximately 70 percent of the firm. Our unique structure allows us to not only attract the best talent in the industry but also to retain it over the long term.
Our robust teams are built to be both multifaceted and deep -- a combination that adds depth and meaningfulness to our clients' experience.