The owner of the firm will place the welfare of the firm and that of its clients above his own self-interests. However, it will always be understood that the owner of the firm can expect to receive fair compensation reflecting the value of his contribution and the capital he has invested.

The firm will be innovative in its service line development and will be guided by its principal purpose being to increase the net worth of its present and future clients. The services offered will be clearly defined, highly structured (systemized) and priced in accordance to the value they represent to the client.