As a firm that has been serving clients for over 135 years, we appreciate the importance of securing a long-term future for our clients, our employees, and the world around us.  We have therefore built our firm around a set of business practices and investment strategies that is focused on delivering the best long-term outcomes for our clients.

Sustainable Investing Approach

Generating attractive returns while improving lives

We believe that considering Environmental, Social, and Governance (ESG) factors in the investment decision making process can enhance performance while also improving lives. We therefore examine ESG factors in all our investment decisions while also offering a range of proactive sustainable investing options.  Learn More

Corporate Governance & Ownership

Incentives built around our clients’ best interests

As private firm, primarily owned by current and former employees and their families, directors, and founding family members, we have a long term, stable ownership structure that enables us to serve clients across generations and has earned us a 98% annual client retention rate. We are governed by an independent board of directors and are audited annually by an independent auditor and frequently by regulators. Learn More: Our Board of Directors

Diversity, Equity, and Inclusion

Focused on continuous improvement

We recognize the importance of fostering an environment that promotes diversity, equity, and inclusion (DEI). While we have made meaningful progress, we recognize we have more important work ahead and therefore have DEI-focused initiatives underway in hiring and development, education, volunteerism, and several other areas. Learn More

Environmental Impact

Reducing our carbon footprint

We are concerned about the impact of human activity on the environment and therefore are continuously pursuing opportunities to reduce our firm’s direct and indirect environmental impact. Our initiatives have included moving to a top-rated Platinum LEED-certified building as well as reducing our usage of paper by over 1 million sheets per year through streamlining and automating processes, and enhancing digital information access for clients.