Our “DNA” is best described by our Mission, Vision, and Values:
To leverage market knowledge and relationships via technology to deliver maximum value at minimum cost (“maximus minimus”).
To be the recognized thought-leader of “enhanced financial services” for both for-profit and not-for-profit organizations in the U.S.
Our leadership shares a common Christian faith that mandates the following:
- Service (the Client comes first)
- Excellence (in all that we do)
- Integrity (“yes” means “yes”)
- Accountability (vigilance and openness)
- Joyfulness (…we love what we do!)