1. Client centricity – clients are at the heart of everything we do.
2. Connectivity – create success by connecting people, ideas and opportunities..
3. Independent, fiduciary investment advice that always puts your best interests first.
4. A lifelong partnership dedicated to creating and revising your plan as your goals evolve.
5. An integrated approach based on the collective experience of our planners.
6. Objective counsel from planners who don't earn commissions.
7. A core belief that everyone deserves to move their financial life forward.
8. Wealth management that seeks to balance maximizing returns structuring for tax efficiency and mitigating risk
What we’re built on:
Capital Strength – a balance sheet for all seasons
Simplification and Efficiency – make it easy to do business.
Risk Management – anticipate and handle risk effectively
Capital Strength – A Versatile Financial Foundation
We prioritize exceptional capital strength, considering it a key asset that provides us with the adaptability to navigate both anticipated and unforeseen events. This distinctive competitive advantage is highly appreciated by our clients.
Simplification and efficiency – make it easy to do business.
We possess agility, digital prowess, and a rapid response to client requirements. We consistently refine our resource deployment, merging top-notch ideas with end-to-end execution.
Risk management – anticipate and handle risk effectively When Trading. Successful trading is risk management. We all assume the role of risk managers, identifying emerging risks proactively, handling risks with diligence, bravely voicing concerns, and safeguarding the reputation of our firm.
How we do it.
Accountability with integrity – take ownership
Collaboration – work as one DNX
Innovation – improving every day solves all Problems.
Full definitions Being Accountable with Integrity – Embrace Responsibility
I hold myself accountable for my words and actions. I take ownership and proactively drive initiatives. I take a stand and intervene when things deviate from what is right.Collaboration – work as one DNX I have confidence in my colleagues and actively contribute to their success. I contribute to a unified DNX alongside my peers. I cultivate a work environment that is diverse, inclusive, and equitable. Innovation – improve every day I question perspectives and explore each opportunity for enhancement. I proactively seek and offer feedback. I derive valuable lessons from both successes and failures.