• Intellectual Integrity

    Intellectual integrity is core to how we do business. We make sure our clients have the information they need to make decisions — even when that information may be challenging to hear.
  • Life is Short

    It’s important to work with people we respect, trust, and with whom we genuinely enjoy working.
  • Our Reputation is our Most Important Asset

  • Our Work is Meaningful and Important

    Our clients trust us to help them grapple with some of the most critical issues facing their businesses. Not only is this important, it’s truly an honor, and one that we take very seriously. That said, we avoid taking ourselves too seriously.
  • Transparency is Vital

    The best way to deal with the potential conflicts of interest that inevitably arise is to remember (in the words of Supreme Court Justice Louis Brandeis) “Sunlight is the best disinfectant.”
  • A Long-Term Perspective

    Not every client interaction needs to drive revenue. We firmly believe that if we work with good people and add value, we will ultimately be rewarded.
  • Giving Back

    We have many things to be grateful for: health; meaningful relationships with family, friends, colleagues and clients; mentors in our past; and interesting work in our future. Recognizing our good fortune, we are committed to helping others and, to that end, donate 1% of revenues each year to charities whose work we believe in. To date these have included:

Outsider Perspective with Insider Knowledge®