Our Statement of Values

At Croft Financial Group, we are motivated by the following principles:

We value all our many stakeholders equally – including our clients, employees, colleagues, and the community at large – irrespective of age, gender identity, ethnic affiliation, education, livelihood, and regardless of religious, political or philosophical perspectives.

We believe that the ability to make an informed decision is of critical importance, and in the value of complete, clear, and honest communications with our stakeholders to support good decisions.

We believe in the fundamental value of effective investment capital management to achieve the financial objectives and security, and to enhance the quality of life of our clients and stakeholders.

We believe that by including environmental, social, and governance (ESG) considerations in our investing activity, we may achieve better results for our clients and stakeholders.

We value and will always strive to maintain a level of skill and knowledge necessary to support good ESG decisions in order to fulfill our commitments and obligations to all our stakeholders.