Mission & values

Ethical, Optimistic and Forward-Thinking

At ACT, we focus on ethical business practices in the firm belief that treating people with respect will produce the best outcomes. We also share an optimistic outlook, emphasizing that working hard to achieve goals now will produce a brighter future.

Our Mission

ACT’s mission is to improve the long-term financial well-being of clients, consumers and employees.

Our Values

  • Work hard to be the best
  • Adhere to high ethical principles
  • Communicate with respect and empathy
  • Make a difference for our clients and community
  • Create a fun environment that inspires innovation