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
Be accountable to your decisions
Develop trust with candor

Humility

Know thyself

Understand yourself deeply
Guard against greed and hubris
Remain intellectually curious

Compassion

Serve others

Serve a greater purpose
Build relationships with respect
Be radically generous

Excellence

Do excellent work

Become great at what you do
Work diligently, plan wisely
Stay healthy and balanced

Seven Sigma culture aims to set an exceptionally high bar, making aspirational goals tangible and achievable. It embodies the idea of being "one-in-a-million" leaders who strive for a profound impact.

READ OUR SEVEN SIGMA

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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