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The Samoset Business Principles
Our clients’ interests always come first. If we live by this principle each and every day, our clients and we will both be successful.
Our most important assets are our people and our reputation. If we treat our people with respect and motivate them properly to look after our clients’ needs as their first priority, our reputation and our business will prosper.
A well-functioning group is stronger than its individual parts. We endeavor to attract the best people in the business to be part of our team and to measure and reward teamwork in our organization. Personal interests should never come before our firm and our clients.
We reward creativity, industry and determination in all our employees. Promotion and opportunity to advance are based on capability and merit.
We aspire to be the best provider in the wealth management industry, worldwide. We are determined to measure, review and improve the value and quality of our service offering constantly.
We strive to generate superior returns on capital invested in our business to reward all of our stakeholders. We believe it is important to align the interests of our stakeholders and our employees.
In our business we often are caretakers of confidential information for our clients. We must be careful guardians of this information and never betray a confidence.
To deliver optimal value to our clients and our business partners, we need to provide the depth and breadth of services required by our clients and partners. We don’t need to be the “largest” wealth management firm but we do need to be thoughtful, creative and efficient in being the “best” at what we do.
Wealth management is a highly competitive business. We will pursue new business aggressively, but we will do so fairly, emphasizing the positives of our team and service capability, not the negatives of our competitors.
Honesty and integrity in all that we do is what defines us and keeps us in business. We must maintain the highest ethical standards in everything we do, in both our business and private lives.