4.0
Jun 30, 2015
Anonymous employee
Current employee
Recommend
CEO approval
Business Outlook
Pros
The company and employees are truly focused on helping their clients in a way that only a private company can. One of the few places in financial services where people are truly nice, collegial, and passionately focused on how they can drive positive outcomes for clients.
Cons
Nice can be slow, and it can dull the focus on competitive pressures. You may need to be patient to work here, particularly if you have worked at other financial services firms.