Our mission, our vision, and the tenets that guide and inspire our company every day.
We want to put full control of their financial situation back in the hands of savers, making them immune to the interests of the traditional financial industry, and helping them invest in the simplest way possible, in their best and only interest.
We want to be the benchmark for literacy, education, financial culture, by developing a business that prospers exclusively because of savers advancing their financial well-being and awareness.
We will always be 100% independent from banks, investment firms, and any kind of economic or editorial centers of power. We can’t be bought, no one can bribe or influence us.
We put the interests of savers first, and we are aware of the responsibility they have entrusted to us. We will never sell products to savers that are not strictly and exclusively suited to their interests. We will never try to sell them one more product, nor will we sell one less than what they need to improve their financial life.
We will not stop at the first layer of factual information, but we will always tirelessly dig deeper to get to the truth, without going down a theoretical and dead-end path. We won’t go to bat for ideologies, we will steer clear of caving in to prejudice, clichés, erroneous conventional wisdom, manipulation, and propaganda.
We believe in meritocracy and free market values. Nothing is taken for granted, a safe and guaranteed bet. Likewise, no one will ever find themselves facing any barriers curbing their success, accomplishments and goals they can achieve.
No one will try to safeguard their position by making themselves indispensable, in turn damaging the company’s reputation, but they will try to make themselves ever more useful.
We will be up for putting aside our own short-term interests for the sake of our long-term mission.
We are not swayed by apparent get-rich-quick opportunities, rather by far-reaching, long-term goals and victories that will be there to stay. We are well aware that long-term positive results arise from short-term uncertainty.
We won’t EVER feel like we’ve made it. Work-wise, investment-wise, and in life. Sustained improvement is a never-ending process. Successful investing is a never-ending process. Improving our solution offering to help savers to invest successfully is a never-ending process.
We will not allow ourselves to be carried away by optimism, nor be overwhelmed by pessimism. We will be focusing on realism, and we are going to face reality in the most brutal and objective way possible. If reality turns out to be worse than we expected it to be, we will nonetheless leverage that to prosper or learn a lesson.
We believe in personal self-sufficiency, in taking matters into one’s own hands and seeing them through, in being proactive in problem-solving, without passing the buck to others or looking for excuses. That is why no one will run away from their responsibilities. Making mistakes is going to be OK and par for the course, but not learning from them would be unacceptable (and repeating them, no less).
Readily and quickly turning ideas into action and reacting to events is a key condition for success. There will be no procrastinating our to-dos, decision-making, and implementable solutions, but we will go all out to achieve the best results in the shortest period of time possible.
Tomorrow’s results depend on today’s efforts.
We will not be withholding from you any business-relevant information, facts, or events. We are not going to keep problems and our opinions close to our vest. We will always tell the truth and speak out, however good or bad it may be.