Building Lasting Relationships

Willingdon Views

05/30/17: A bit strange...
There is growing stress in the system and strange things are probable.  Read on to…
04/18/17: Viral, whatever...
Too often our first reaction to something strange happening isn’t to intervene, or offer a…
Today, we seem preoccupied with unyielding special interests, narrow viewpoints, and stubborn political posturing, but…
team charter


To serve the needs of our clients, teammates and communities... making a positive impact on the lives of those we engage


A servant-leader across the wealth management industry, respected for our wisdom, integrity, exceptional service, financial advice and investment expertise


Exceptional Service:  Provide outstanding service to our clients; enriching existing relationships and cultivating new ones
Superior Execution: Strive to consistently exceed the expectations of our clients and business partners
High-Performance TEAM: Attract and retain top talent by continuing to make strategic investments in our #1 asset...Our People
Leadership: Provide innovative investment solutions; exercising discipline while adapting to the ever-changing economic environment
Operational Excellence: Ensure our processes, technology and organizational structure are highly efficient and productive for our clients and teammates


What Defines Our Character

Humility:  We will put the best interests of our clients, as well as our commitment to our faith, family, and teammates, before ourselves.
Integrity: We commit to approach every challenge with the utmost integrity.
Client Relationships: We will develop and nurture relationships by being dependable, trustworthy and selfless.
Respect: We will create and promote an environment of respectful, open, honest and encouraging communication.
Continuous Improvement: We will be in constant pursuit of opportunities to improve our performance, both individually, and as a team.
Community: We will seek to make a meaningful, lasting impact in the communities we serve.
The Fruit of the Spirit: We will work hard to produce the fruit of the spirit in our daily lives: Love, Joy, Peace, Patience, Kindness, Goodness, Faithfulness, Gentleness and Self-Control.