Mission & Principles

What we stand for

Our mission is to create a better financial future for our clients. As we pursue that mission, we’re guided by our culture and a set of principles that ensure we never forget what we stand for.

We are a fiduciary to our clients

Their interests come first—always. We speak with the courage of our convictions. We say what we do and do what we say. We have a responsibility to be the voice of the investor, and we represent each client fairly and equally.

We are passionate about performance

We are passionate about our work and intensely focused on performing at the highest levels. Our success requires that we out-think and out-work our competitors. We prize strong subject matter expertise and an insatiable appetite to learn.

We are one World Growth

We know that the best solutions result from the ideas and contributions of a diverse team of partners. Diversity strengthens us and delivers better results for our clients. We expect our employees to have a strong working knowledge of the firm beyond their core responsibilities. Constant communication is critical to our success.

We are innovators

Continuous innovation helps us bring the best of World Growth to our clients. Innovation requires us to be respectfully anti-bureaucratic, to challenge the status quo and not be afraid of failure. We’re proud of our long history of innovation, and that history of introducing new and innovative approaches across our entire business has been the foundation of our success.