The principles and standards of behavior that we live and conduct business by
Authenticity
We know who we are and do not pretend or try to be anything else. We are not a large institutional investment firm and we are certainly not rookies. We have a great story to share that started with humble beginnings and have established an impressive track record that speaks for itself. Being truly authentic sets us apart
Growth
We are committed to building a company that provides opportunities for our team to grow and achieve their own dreams both personally and professionally. We believe in our core that our firm’s growth will improve the lives of our teammates and our investors.
Service
We treat our job as an act of service to our investors and our teammates, not just a means to make money. We treat every task as important. We believe that even the smallest task done in service to another investor or teammate is important. Service keeps us humble. We serve without an expectation of thanks
Transparency
Transparency breeds trust, and trust is the foundation of great teamwork. This trust extends to teammates, investors, and anyone in our network who interacts with us on any level. We can’t wait to share our successes. We own our mistakes and are quick to deliver news about our losses as we believe bad news does not age well.
Generosity
One of the most important secrets to success is generosity. We consistently offer the invaluable gift of our time and expertise to someone less fortunate or who is just starting out. We share our knowledge and put our teammate’s success before our own. We are passionate about teaching, mentoring, and empowering those around us with a simple word of encouragement or inspiration at a time when it matters the most. We do this all without expecting something back. Each year we donate a portion of profits to local organizations that are doing meaningful and impactful work in our local communities.
Hustle
The legendary baseball player Pete Rose once said, “Hustle never goes in a slump.” We believe in this motto wholeheartedly and strive headstrong and voraciously to achieve our vision and our goals. Our team is built with “common” people with an uncommon will to succeed.