Guiding Principles

We embrace a set of values by which we conduct our business and ourselves on behalf of our clients.

Preservation

We are dedicated to the preservation and growth of our clients’ wealth as well as our unique culture and to honoring the legacy of our firm’s name.

Integrity

In every action we take, we do the right thing, for the right reasons.

Excellence

We pride ourselves on the quality of our work and seek to exceed expectation.

Innovation

We strive to create opportunities with new approaches and resources.

Entrepreneurship

We believe in fostering individual creativity and a sense of ownership.

Talent

We believe that great organizations are built by employing and partnering with the best and brightest people.

 
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Firm Profile

Assets

More than $200 billion* under management


Employees

More than 2,500 worldwide


Locations

More than 25 offices in eight countries


Headquarters

New York and Chicago


“We put our clients and our relationships first, ahead of the firm’s interests.”
~CEO Mark Walter