What’s it like to
work with us?
We believe in making better investors through mission-driven education, information, and idea-exchange based on respect, integrity, and stewardship. We always hold direct, straight, and thoughtful conversations with you, and sometimes this means asking hard questions and confronting reality—but with the spirit of keeping our commitments, clarifying expectations, and inviting your candid engagement along the way.
Our Client Values
Phillips & Company is a mission-driven firm, and our culture is defined by a strong set of values. We have committed to:
- Cultivating a highly capable team devoted to your long-term success
- Investing in our team so they can give their best to you, our clients
- Prioritizing stewardship over salesmanship and relationships over transactions
- Setting high expectations for ourselves and serving clients with exceptionalism
- Establishing long-term client relationships that foster transparency and trust