Purpose
A better future,Â
with purpose.
To further ¹ú²ú¸£ÀûÔÚÏß¾«Æ·â€™s commitment to protecting assets and making a difference, we prioritize governing our business responsibly and acting in a way that inspires positive change for our associates, clients and communities.
While we are just beginning our journey in some areas, we are well down the road in others. Regardless of where we are, we pledge to listen, learn and lead to inspire and create positive change to better our world.

purpose report
In the pursuit of purpose.
Each year, we take time to reflect. The 2024 Purpose Report shares where we’ve made strides—and how we’re continuing to support our people, clients, and communities.
Discover more about ¹ú²ú¸£ÀûÔÚÏß¾«Æ·â€™s:
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- Community Impact
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- Environmental Responsibility


Community
In our society.
¹ú²ú¸£ÀûÔÚÏß¾«Æ· Foundation GrantsÂ
¹ú²ú¸£ÀûÔÚÏß¾«Æ· granted over $880,000 to nonprofit organizations in 2023
Life Balance Paid Time off to Volunteer
Encourage associates to volunteer in their communities through paid time off opportunities
I Make a Difference Day
Coordinate ‘I Make A Difference Day’, our annual corporate day of service across all of our markets
Difference Maker Committees
Associate-led volunteer teams in each market
DIVERSITY, EQUITY, AND INCLUSION
Culture of belonging.
DEI Policy and Program
¹ú²ú¸£ÀûÔÚÏß¾«Æ· invests in a formal DEI program dedicated to advancing our core value of Equity
CEO Pledge Against Racism
¹ú²ú¸£ÀûÔÚÏß¾«Æ· leads the CEO Pledge to elevate equity and inclusion, and eliminate discriminatory barriers
DEI Speakers and Education
¹ú²ú¸£ÀûÔÚÏß¾«Æ· has ongoing DEI education for all associates, including an internal DEI Speaker Series
Supplier Diversity
A commitment to innovation, market competition, and eliminating barriers through a Supplier Diversity Policy and Program supporting competition and innovation in the supply chain.
Associate Resource Groups & DEI Committees
¹ú²ú¸£ÀûÔÚÏß¾«Æ· supports enterprise-wide business resource groups and committees, including Women’s Network+, Pride+, VETS+ and Associates of Color


People
Celebrating our people.
Personal & Professional Cultivation
Tools and benefits to help associates design a healthy lifestyle, both personally and professionally
Continuing Education
¹ú²ú¸£ÀûÔÚÏß¾«Æ· advocates for continuous learning through certifications, leadership programs and other pathways
Dream Coach
Dream Coaches assist associates in discovering purpose, developing productive mindsets, and boosting self-efficacy within a confidential and safe environment
360-Degree Approach to Wellbeing
¹ú²ú¸£ÀûÔÚÏß¾«Æ· prioritizes associates’ holistic wellbeing with comprehensive benefits like LifeBalance PTO and wellness resources, empowering them to lead meaningful lives and careers
Intern Program
¹ú²ú¸£ÀûÔÚÏß¾«Æ·â€™s internship programs emphasize cultivating fresh perspectives and adding immense value to our teams, reflecting our commitment to advancing diverse talents
Sustainability
Building sustainable resilience.
LEED Certified Buildings
¹ú²ú¸£ÀûÔÚÏß¾«Æ· resides in 5 LEED Gold Certified Buildings
Sustainable Real Estate Plan
Maximizes energy efficiency by prioritizing Sustainable Locations
Sustainable Locations
Prioritize locations near public transit and with high walkability
Recycling
Implements recycling programs for discarded electronics, paper, and other products
Public Transit Incentives
Incentivize accessible mass transit usage
Green Teams
Establish Green Teams in all major offices to raise environmental awareness and empower associates to pursue a sustainable future


Governance
In our company.
¹ú²ú¸£ÀûÔÚÏß¾«Æ· Financial Group Board
Committing to best governing practices, the highest of ethics, proper oversight, and transparency with clients, associates, and shareholders
Diversity, Equity, and Inclusion
Cultivate it.
Celebrate it.
At ¹ú²ú¸£ÀûÔÚÏß¾«Æ· we celebrate a culture of welcoming and understanding those around us.
Our associates and employee-owners are the most valuable asset we have. It’s the collective sum of our individual differences, life experiences, knowledge, and talent that highlights our forward-thinking corporate culture and fosters a sense of belonging for everyone.
