Our vision, mission, and values are at the center of everything we do and build.

We believe that there are already so many principled leaders that uphold the values of integrity and stewardship in finance. John Taft, one of our Advisorys executives wrote a book, “Stewardship”, about principled financial leadership.

Our vision and mission are oriented towards all future finance executives being principled leaders.

Vision

A future where all finance leaders steward the world's capital to serve the greater good.

Mission

To inspire character and integrity in the finance leaders of tomorrow.

Organization + Team Values

Since our primary focus is to espouse ethics, integrity, and stewardship among the finance leaders of tomorrow, we orient conversations around how to uphold these values at home, at work, and while making investment decisions. While these discussions are held within the context of our organization, we believe the truths we uncover apply universally to all aspects of a leader’s life. Below are the team values that make us effective as an organization.

At Scholars of Finance, our values are incredibly important to us. When the founding team developed them, it was through a process of weeks of introspection, discussion, and dozens of hours of debate. We arrived at a set of values and behaviors that we can all strive to uphold. We have ongoing discussions about our values and even offer each other 360° feedback with our values as a touchstone.

Integrity

Do what’s right

Do the right thing, always
Build trust through transparency and accountability
Honor your responsibilities and commitments
Speak the truth at all times

Compassion

Serve others

Foster relationships with respect and empathy
Offer kindness and forgiveness to everyone
Be generous with your time, energy, and resources
Champion diversity, equity, and inclusion

Humility

Know thyself

Serve a purpose greater than yourself
Cultivate gratitude for what you have
Recognize both your strengths and limitations
Ask for and share honest feedback regularly

Curiosity

Know the world

Seek first to understand, then to be understood
Realize that there is always more to learn
Value every situation as a growth opportunity
Pursue and embrace diverse perspectives

Impact

Do excellent work

Accept nothing less than your best
Develop credibility through consistency
Operate patiently and think long term
Live a healthy and balanced life

Courage

Act boldly

Solve large and important problems in the world
Stand up for what you believe is right
Remain calm during difficult times
Embrace change and help others do the same

Whether you’re a student interested in learning about becoming a leader, or a leader interested in teaching these values, we’d love to have you join us.

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