About us
Our mission
“to cultivate a saving and investment culture to help our clients reach their long-term financial goals. We achieve this through our saving and investment strategies, adhering to our values and investment principles, and offering employees and volunteers a challenging and rewarding place to build a career.”
Our Vision
“to be a solid trusted investment and asset management partner dedicated for our client’s economic growth”
CORE VALUES
- We do the right thing. (Integrity)
- We act with integrity and put our clients first to suggest, act and or provide solutions to their economic problems
- We think for the long term (future looking)
- We engage in thoughtful and hopeful decisions
- making and believe that our saving and investment excellence should drive our decisions.
- We work together to achieve common goals (goals oriented)
We show respect and humility towards each other and our clients. - We believe in creating a supportive work environment that fosters teamwork, collegiality, and effective communication.
- We strive for excellence (Excellence)
- We make the extra effort and practice continuous improvement to maximize our profitability and stay flexible to adapt to changing circumstances prioritizing our customer needs.
- We are committed to employees (Transparency and accountability)
- We foster an environment that provides flexibility and opportunity for growth, while also requiring transparency and accountability.
- We are independent ()
- We will remain a privately owned, independent company to ensure that we act in the best interest of our clients and employees.
- We are community minded (Community minded)
- We support philanthropic giving and encourage employee volunteerism.