All of us here at Phillips and Company are committed to our mission. Our mission is to improve the lives and financial strength of the individuals, families and institutions that we serve and employ.
One way we can live our mission is by gaining a deeper appreciation for the values you look for in a firm and its employees. We conducted a broad based industry scan and found 8 common values and corresponding actions that address client interactions. We would appreciate it if you would take 5 minutes and read each value word (i.e. Collaboration), the corresponding actions, and rank it 1-8; 1 being the most important. While all of these values are critical and may be difficult to rank, understanding your priorities will help us focus our efforts in serving you.
The outcome of this work should lead to us developing a better experience for you and perhaps better outcomes for your wealth.
Thank you in advance for taking a few moments to help us better align with your values and our mission.