DNA

Our “DNA” is best described by our Mission, Vision, and Values: 

Mission

To leverage market knowledge and relationships via technology to deliver maximum value at minimum cost (“maximus minimus”).  

Vision

To be the recognized thought-leader of “enhanced financial services” for both for-profit and not-for-profit organizations in the U.S. 

Values

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!)