Core Values

Our core values are the foundation for the way we work and do business, and how we conduct ourselves in the service of our clients.

  • Services are driven by clients’ needs
  • Services are solution-based and customized to meet clients’ needs
  • We begin by listening to clients and coworkers to understand their needs, objectives, fears and desires
  • Client confidentiality will never be compromised
  • We are responsive, quickly moving into action after wise planning
  • Our asset management is grounded in an investment policy to assure a disciplined approach
  • We utilize state-of-the-art technology to meet clients’ needs
  • We are committed to remaining independent
  • We are unclouded by conflict of interest, accepting no fee rebates or soft dollar remuneration from any of the investments in our client portfolios
  • Our fee is based on client portfolio market value, not the size or the amount of transactions, and there are no hidden costs
  • We do what is right and adhere to ethical principles
  • We do what we say we are going to do
  • Quality control is essential
  • Quick and accurate response to clients’ needs is our top priority
  • We take responsibility for our decisions at both the individual and company levels
  • When a mistake is made, we take ownership of it, identify the solution and implement it
  • We maintain integrity, commitment, and accountability to our clients, our coworkers and the communities we serve
  • We review processes and practices annually in a structured manner
  • We regularly evaluate our vision for growth
  • We are receptive to new ideas
  • As we engage and participate in continuous individual and corporate improvement, we must exemplify the following attributes:
    • View challenges as opportunities
    • Commit to the highest standards of professional integrity
    • Take advantage of opportunities for professional growth
  • Our core values are the basis for the way we work and do business, and are an integral part of the way we relate to our clients and our coworkers
  • Services are delivered through a team approach that allows the collective wisdom of our employees to address clients’ needs
  • We place value on teamwork and corporate mission, working together for the good of the organization
  • We engage all employees in defining processes and roles of participation in the work environment
  • We hire and retain the highest quality, experienced staff
  • Diversity is good; it makes us better decision makers
  • Professionalism, respect and dignity are fundamental principles by which we treat all others
  • We have a fundamental understanding and are respectful of all roles needed to serve our clients
  • We maintain a balance between family, work and community service
  • We are committed to the advancement of client-centered services that enhance our investment process, communication and reporting
  • We are committed to achieving enterprise-wide improvements through the implementation of continuous improvement by way of workgroup recommendations
  • We are committed to employee growth, recruitment, retention and education
  • We are committed to financial stewardship that increases capitalization
  • We are committed to our shareholders’ growth in equity
  • It is our policy to select applicants we believe to be the best qualified. Moreover, Greenleaf Trust, and all of its associates, shall sustain and adhere to the principles of equal opportunity in compliance with all pertinent federal, state and local rules, regulations and laws governing fair employment
  • Employment selection and all other employment decisions are made without regard to race, color, creed, religion, national origin, sex, sexual orientation or gender identification, disability or handicap, age, weight, veteran status, marital status or any other basis prohibited by law