Since 1918, it is our mission to serve, our ability to perform, and the values we embrace that make us a different kind of financial services company. We are focused on serving our customers and helping make lifetime financial well-being possible for them.

We believe in:

  • Making your financial well-being our top priority
  • Helping guide you to the financial future you desire
  • Educating and empowering you to be wise stewards of your money
  • Working diligently to manage our expenses, to keep your money working for you
  • Building a company that reflects the diverse interests of those we serve
  • Being a strong supporter of shareholder rights, a leader in socially responsible investing and an advocate for sound governance at the companies in which we invest

Six Values No Logo

Here are the values that guide us:

Put the Customer First
We serve amazing people. By helping our customers achieve financial well-being, we free them up to better serve the world.

Value our People
Our people make the difference and to exceed our customers’ expectations, we create an inclusive environment and give everyone opportunities to contribute and grow.

Act with Integrity
We are defined by how we behave. We refuse to compromise our high ethical standards.

Deliver Excellence
If it’s worth doing, it’s worth doing well. We have a winning spirit and strive to be the best in everything we do.

Take Personal Accountability
Promises matter. We live our values, deliver results, and follow through on our commitments to our customers and our colleagues.

Operate as One Team
We help each other succeed and depend on each other to bring value to our customers.

We hold ourselves to a high standard. Find out more by reading our code of business conduct (PDF).

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