MISSION. VISION. VALUES.

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Mission

To help our clients secure their financial futures

Vision

To be a premier investment boutique for discerning investors

Values

INTEGRITY: THE QUALITY OF BEING HONEST AND HAVING STRONG MORAL PRINICIPLES.
It is the foundation upon which all Pembroke’s values are built and includes having emotional and intellectual honesty. We are trustworthy and respectful in our actions

EXCELLENCE: THE QUALITY OF BEING OUTSTANDING.
We set high standards for ourselves, remain focused and seek constant improvement. We pursue profitable growth and measure success over the long term. We are knowledgeable creative and committed and seek to understand our world.

HUMILITY: A MODEST VIEW OF ONE’S OWN IMPORTANCE.
Curiosity, introspection and intellectual honesty help us to understand and prevent mistakes. We seek and provide clear feedback. We trust and respect our colleagues and do not underestimate the competition.

ACCOUNTABILITY: THE CONDITION OF BEING RESPONSIBLE.
We are fiduciaries. We are reliable, transparent, disciplined, and diligent. We are responsible for our actions and results oriented. We value compliance and acknowledge mistakes.

ALIGNMENT: A POSITION OF AGREEMENT OR ALLIANCE.
We align our interests with and invest alongside our clients. We work as a team. We are socially engaged and quietly act as a good corporate citizen.

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