Trusted Advisor LogoTrusted Advisor:

This logo indicates that our advisors can be trusted to maintain the highest level of ethical standards during any engagement with your company.

All information shared with one of our advisors is treated with the utmost in confidentiality.

We believe we will be successful if our clients are successful.

We believe that solving the hardest problems requires the best people. We believe that the best people will be drawn to the opportunity to work on the hardest problems. We build our firm around that belief. We believe you can not do one without the other. We believe these two parts of our mission reinforce each other and make our firm strong and enduring.

We believe in professionalism. For us this means to always:

  • Put the client's interest ahead of our own:
    This means we deliver more value than expected. It does not mean doing whatever the client asks.

  • Behave as professionals:
    Maintain absolute integrity and never compromise our reputation through unethical behavior.

  • Maintain client confidentiality.
    We do not reveal sensitive information. We do not promote our own good work. We focus on making our clients successful.

  • Tell the truth as we see it:
    We stay independent and able to disagree, regardless of the popularity of our views or their effect on our fees. We have the courage to invent and champion unconventional solutions to problems. We do this to help build internal support, get to real issues, and reach practical recommendations.

  • Deliver the best of our firm to every client by providing the highest value possible:
    We expect our advisors to spend our clients' and our firm's resources as if their own resources were at stake. We also expect that the services we provide will benefit the client far in excess of their cost.

We believe in the power of one firm. We maintain consistently high standards for service and people so that we can always bring the best team of advisors from with the broadest range of industry experience to bear on every engagement.

We believe in teamwork and collaboration. We come to better answers in teams than as individuals. So we do not compete against each other. Instead, we share a structured problem-solving approach, where all opinions and options are considered, researched, and analyzed carefully before recommendations are made.

We believe in helping each other: We give each other tireless support. We are fiercely dedicated to developing and coaching one another and our clients. Ours is a firm of leaders who want the freedom to do what they think is right.