Our core values shape our market approach, decision-making, and relationships—rooted in discipline, humility, and lifelong learning.
Each principle reflects our commitment to integrity, research-backed analysis, sustainable long-term growth, and enduring service to our clients.
1 - The market is always right
One can disagree, but as Technical Analysis pioneer, Alan Shaw, aptly states: “In price, there is knowledge.”
2 - An opinion must be supported by research
Hunches are worthless.
3 - Show Humility
Trading is a life-long journey filled with opportunities to learn from one’s mistakes. Don’t squander the chance to improve.
4 - Be a lifetime student
Learn something new every day and let the compounding effect do the rest.
5 - Be Disciplined
Any rules-based process is better than no process at all.
6 - Accept Responsibility
Being wrong is a part of the game. Accept it, admit it and move on.
7 - Be Authentic
There are countless ways to succeed. Find your niche and continuously improve.
8 - Build long-term relationships
Produce honest work, go the extra mile and serve others. Repeat.
9 - Convey a positive message
Words are powerful; use them wisely. Lead by example and build others up.
10 - Believe
Do the right thing every day and have faith that the long-term vision will be realized.