Business Principles

Every day, we seek to deliver the best investment performance that we can. We endeavor to accomplish this by adhering to a “core ideology.” These are the principles and values upon which the business is built:

Our clients’ interests always come first. Without clients, we will have no business. Our experience shows us that if we serve our clients well, our own success will follow.

Our key assets are our people and our reputation. While it is very difficult to replace good people, it takes much longer to restore a lost reputation.

We take great pride in the professional quality of our work. We seek to achieve excellence in all we do. First and foremost, this means striving to provide our clients with superior investment performance. This is achieved through varying means depending upon the investment objective of our clients. Additionally, professionalism means providing timely, courteous and accurate administrative service to our clients. It is their money, and they deserve the best possible service from each employee.

Our goal is for our firm to be highly profitable. Strong profitability means we can attract good people by offering competitive compensation. With good returns on capital, we can expand the firm, providing increased opportunities for our staff and good jobs for the community.

We stress teamwork in everything we do. While individual effort and creativity is vital, we have found that team effort often produces the best results. There is no place at Bradley, Foster & Sargent for those who put their personal interests ahead of the interests of the firm and its clients.

We value dedication, hard work and a sense of urgency. These values are an important reason for the growth and success of the firm since its founding in 1994, and these same qualities will serve us well in the future.

We regularly receive confidential information as part of our normal client relationships. It is our duty not to breach a confidence or use a client’s confidential material improperly.

Our business is highly competitive, and we seek to expand it. But we will not denigrate a competitor to do so.

Our firm is a leading investment firm in the Hartford community. We strive to nurture this community, as the community enables us to thrive. We encourage the firm, as well as its employees, to give of its time, talent and financial resources so that the community is enhanced through our efforts.

Integrity and honesty are at the heart of our firm. We expect our employees to maintain the highest ethical standards in everything that they do, both in their work and in their personal lives.