Empowering the World to Invest Fearlessly
Our mission is fueled by 9 core values:
We are customer-obsessed, value-creating, relentless engineers of delight.
“Customer-obsessed” means we are nothing without the advisors we love to serve. We work every day to ensure they know how noble their work is, and reinforce how special they truly are. We know we are exceptional only because of the product we deliver, the process we teach, and the service we provide.
“Value-creating” means we optimize our investments for customers who love to pay for value, rather than being the cheap alternative that delivers low-quality results. We will focus on always delivering 10x the value we capture or more. We’re consumed with helping our customers succeed and grow.
“Relentless engineers of delight” means we craft every interaction with our customers to exceed expectations, create raving fans, and set the bar to which they compare every other service experience.
We are focused future-builders who are in this for the long haul.
“Focus” means doing a small number of things really well, and choosing to make a deep impact on our customers, instead of trying to boil the ocean. It means knowing our DNA and building what we’re good at, instead of building everything. It means being fanatical about making advisors better at their craft, so they can make a powerful impact on investors.
“Future-building” means having the courage not to play it safe, and choosing to take risks that create the possibility for greatness. It means making decisions that are data-informed, not data-driven. When decisions are one-way doors, we spend a lot of time getting them right; when they are revolving doors, we make them quickly.
“Long haul” means we’re building a 100-year company, and we’re not in this just to make a quick buck or a ripple in our industry. We’re building a generational business that will impact everyday investors for decades to come. While near-term results are important, we make our decisions through the lens of our long-term vision.
We always do the right thing for the world’s investors, and each other.
“Doing the right thing for the world’s investors” means building bulletproof methodology that gets risk right. It means using objective data whenever we can, and erring on the side of safety when we can’t. It means refusing to take money from anyone to make their investment strategies appear in an untruthful or inaccurate light.
“Doing the right thing for each other” not only means following the law, but holding ourselves to the highest ethical standards. It means having the courage to be truthful even when it’s hard. It means telling the truth in a way that is understood, not just technically true.
We are diverse world-changers who treat others the way we want to be treated.
“Diverse” means we believe the only way to put the very best people on our team is to hire them from a variety of backgrounds and perspectives. We value contrarian thinking because it adds to the quality of our decision making. We choose not to focus on or divide over our differences, but instead to embrace them.
“Treating others the way we want to be treated” means we have empathy for our teammates and our customers. We always do our best to support their success. We communicate with kindness, and we always seek to be authentic and genuine.
We are high-feedback direct communicators who choose respectful clarity over false politeness.
“High feedback” means we’re constantly hearing which parts of our work are great, and which parts need to improve. We don’t shy away from clear feedback or create illusions of false politeness. We choose to give and receive feedback with authenticity and no hidden motives.
“Direct communication” means we cut to the heart of the issue and openly discuss problems, so we can solve them quickly. We set aside rank and title, and thoughtfully push back at each other’s arguments, using data whenever we have it. We reject stilted diplomacy and efforts to save face, and prefer straight answers delivered with respect and kindness. We challenge “sacred cows” and “elephants in the room” wherever and whenever we see them.
We are a hands-on, results-oriented, get-it-right team.
“Hands-on” means we take great pride in the craftsmanship of our work. One of the greatest advantages we have is how beloved our products are. That didn’t happen by accident — it takes intention and effort by every single Riskalyzer in every single role.
“Results-oriented” means we understand how each of our roles impact our teammates. We communicate early when things go wrong, to prevent a challenge in one part of our business from rippling into another. We each see ourselves as “the CEO of my domain” and take responsibility for the outcomes we produce.
“Get it right” means we strive to make the best first impression every time, and relentlessly pursue perfection in everything we create, write, say, and do. We push ourselves to continuously document our approach, so others can accomplish that without reinventing the wheel.
We are a fiercely optimistic band of happy warriors who commit, adapt, and win.
“Fiercely optimistic” means we believe in our mission, the rightness of our cause, and the certainty of our victory. We know the future — we WILL prevail against the status quo that created fearful investing. We appreciate the benefit of healthy conflict about ideas, but we each buy into and care about our culture. Aloof, detached, cynic or skeptic will never make it here.
“Happy warriors” means we reject jerks who tear down others, people with a victim mentality, mercenaries who don’t believe in our mission, and narcissists who think it’s all about them. When we encounter setbacks, we find a way to put it in context, put a smile on our faces, ask for support from others, and get back to winning. Complaining gets us nowhere.
“Commit” means that in the process of making decisions, we have a duty to voice our disagreement if we disagree, and then we fully commit to the decision once it’s made. True commitment means embracing and adopting the new strategy as our own, and being able to make a compelling case to our teammates why they should do the same.
“Adapt” means we are a continuous learning organization, and we embrace the speed at which we adjust our strategy, our game plan, our organizational structure, and our processes.
We are leaders and major-league players who use smart autonomy to chart our path to victory.
“Leaders” means we are a company of leaders who never whine or complain. Leaders create clarity, generate energy, and find a way to get things done. Union reps commiserate with their people; leaders show their people the way forward.
“Major League players” means we hire people who have the ability, desire, and drive to be exceptionally great at the role we’re asking them to play. Our managers act like coaches — they develop their players, push them to success, cheer them on, and cut them if necessary. Both our current and former players consider it an honor to have been asked to play for this team.
“Smart autonomy” means we value critical thinking that generates effective and sustainable solutions to our problems. We continually scrape the barnacles of ineffective process off our hull. We make smart decisions that follow our values, and have high expectations for how we use our freedom to win.
We are a no-excuses, set-goals-to-hit-goals, high-performing team.
“No excuses” means we have a high degree of entrepreneurial grit. We love what we do, and while we all like to recharge over the weekend, we can’t wait for Monday to arrive. We don’t wilt at the first sign of a challenge. We know that often, the difference between winners and losers is that winners didn’t quit. We love to win. We think being average just sucks.
“Set goals to hit goals” means we set achievable stretch targets, and we intend to hit them. Our goals are crisp, clear, and concise. We always seek clarity on “who will do what by when.” Win or lose, we ask ourselves “what can we learn from this and do better next time?”
“High performing” means we make commitments to each other, and do what it takes to keep them. We measure ourselves by accomplishments, rather than bragging about how many hours we worked. We respectfully tell each other “I know you care about our success as much as I do, and that needs to be better, or you’ll screw up our company.” We fail and succeed together as a team.