Phipps Lane

The E-Factor™: Core Values of Phipps Lane, LLC

Client Orientation — the business values upon which the mission rests requires that the firms embrace and be the following:

Ethical —

strive to always put clients’ interests first, provide transparency of all fees and costs; thoroughness, thoughtfulness, complete analyses; and disclosure of risk/reward for each decision. Alignment of interests with the client.

Efficient —

must be responsive to clients needs in a timely fashion; must be profitable for our clients to maintain our corporate sustainability.

Effective —

must bring value and satisfaction to the client.

Expert —

must be expert, and maintain a team of experts in other fields.

Evaluating —

planning, implementation, feedback, and adjustments according to time the horizons and risk parameters for each client’s individual purpose for their resources.

Exceptional —

continue the legacy of “exceptionalism” as “the foundation upon which our national success thrives,” according to Alexis de Tocqueville.

Excellence —

bring new (or thoroughly investigate) opportunities that are in the best interests of our clients; continually improve and review our progress.