The EclipseWealth Principles

We are a fiduciary to our clients.

Our clients’ interests come first.

The fiduciary mindset is the bedrock of our identity. It reflects our integrity and the unbiased advice we give our clients.

And it’s what inspires us to come to work every day and help people build better futures.

We are EclipseWealth.

We work collaboratively, without silos and without turf, to create the best outcomes for our clients, our firm, and the communities where we operate.

A diverse workforce is indispensable to our creativity and success. It’s how we answer the biggest questions and solve the toughest problems.
An inclusive, equitable environment makes us thrive. It enables us to draw on expertise and unique experiences from across the firm and bring out the best in each other.

We are passionate about performance.

We are relentless about finding better ways to serve our clients and improve our firm. Since our founding, innovation has been at the center of how we deliver performance and stay ahead of our clients’ needs.

We have continually reinvented our firm and our industry to help people achieve their goals.
We are lifelong students – of markets, of technology, and of the world.

We take emotional ownership.

The people we serve entrust us to help them prepare for the future. Our culture is defined by the deep sense of responsibility we feel to our clients and to each other.

In everything we do – from the investment performance we deliver to the technology we develop – we are emotionally invested in our clients’ futures.
We are equally invested in the success of our firm and our colleagues. We hold ourselves and each other to the highest standards of excellence.

We are committed to a better future.

We are long-term thinkers, focused on helping people build a better tomorrow. We are deeply invested in the success of all of our stakeholders – our clients, our employees, our shareholders, and the communities where we operate – and we run our business sustainably and responsibly.