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凯时线上登录’S MISSION & 值

“We take care of our advisors, so they can take care of their clients.” That’s our mission at 凯时线上登录. It permeates everything we do—and is embraced by every employee.

We make it easy for advisors to do business with us, and hold ourselves accountable for seeing things through for them.

WE ARE MAKING THINGS EASIER
FOR ADVISORS

While financial advisors who partner with 凯时线上登录 are focused on building and growing their practices, while doing what’s best for their clients, every employee at 凯时线上登录 is focused on doing everything we can to make that easier for them.

It’s a mission that each of us embraces: It inspires us to innovate, challenges us to think differently, and guides our decision making, priorities, and actions.

No matter what role or department we’re in, we’re each empowered to make a difference that ultimately benefits the advisors we support.

凯时线上登录’S MISSION-DRIVEN 值

Our values help us activate and execute on our mission every day. They keep us focused, agile, and accountable.

One team on one mission
We believe that it is up to each of us — every single employee — to deliver on our mission.

Seek, embrace, and apply feedback
We 学习 from our mistakes and use feedback to help us get a better outcome.

Stop and consider the big picture
We exercise judgment, spot issues before they happen, and solve problems using data and logic.

Value progress over perfection
We experiment, 学习, 迭代, and innovate, sharing bold ideas and taking calculated risks to create extraordinary new capabilities.

Deliver results for our advisors and their clients
We make it easy for advisors to do business with us, as we earn their business every day and hold ourselves accountable for seeing things through for them.

Learn more about 凯时线上登录’s customer-centric mission, values, and the role advisors have played in our business since the very beginning.


Throughout this communication, the terms “financial advisors” and “advisors” include registered representatives and/or investment adviser representatives affiliated with 凯时线上登录 LLC, an SEC registered broker-dealer and investment adviser.