revolves around a set of core principles or values. These fundamental
beliefs define how we operate and guide us in our dealings with each
other, clients, prospects, and other stakeholders in the firm.
- Intellectually honest – We foster open discussion
on all facets of our investment process and overall business. Ideas
are considered on merit, not according to the seniority of the presenter.
At all times, we search for the “truth” in our endeavors.
This includes our investment process and research, but transcends to
all levels of our firm.
- Client-focused – We partner with clients/prospects
to develop products specifically tailored to their investment needs.
We further strive to provide superior client service, including timely
correspondence, direct contact, and honest discussion.
- Innovative – One of our core investment beliefs
is that markets are adaptive. A logical outgrowth of this belief is
that investment management firms must adapt or be rendered obsolete.
Our culture encourages constant improvement of our investment process,
aided by an environment geared toward continual learning.
- Collaborative – We believe in teamwork in
virtually all our activities. Internally, our integrated processes
and controls require various people and departments to work together
to create a seamless whole. Externally, this means building relationships
with clients/prospects to allow us to develop new ideas that meet asset
- Transparent – We feel that trust is built
through candid and honest discussion with the various stakeholders
of the firm. We strive for openness and clarity in our investment process
and decisions, to align the goals and expectations of Westpeak and
our clients/prospects. We also pursue a similar openness among our
employees, building a trust within Westpeak that can promote the collegial
atmosphere needed for long-term success.
- Competitive – The investment world is challenging,
and we recognize the commitment needed to succeed. We seek individuals
who not only have talent, but also the drive to surpass expectations.
We establish aggressive goals for everything from research to controls
to portfolio performance, and we do not rest until these goals are
- Moral – We strive for excellence in all our
activities. At the same time, we insist on the highest ethical standard
and integrity in our dealings with stakeholders and the community.
Only by being consistently honorable and reliable can we establish
the trust needed to achieve our long-term goals and those of our clients.
- Balanced – We understand the various duties
each of us have – to our clients, the firm, each other, our families,
and ourselves. We respect the responsibilities we have both inside
and outside the office, and seek to provide an environment that balances
our various endeavors.