We are independent thinkers by nature and strive to question the status quo while searching for a better way to achieve our goals and objectives. We don't pretend to have all of the answers, which creates a culture of questions and contemplation. A multitude of viewpoints, data, and research means we are not beholden to one way of looking at the world and markets.

In order to ensure mutually beneficial success our efforts and priorities must be aligned across, clients, employees and owners. At Bixby Boons that means we are fixated on providing differentiated solutions. WE believe our clients should follow our investment process as we do, that's why we go through the same discovery process with our own funds when determining suitability and risk.

Bixby Boons is wholly owned by employees of the organization. A commitment to employee ownership creates stakeholders and boost our culture of accountability, striving for investment excellence and more fully aligns our interests with those of our clients. We are only successful if we meet the expectations of our clients and partners.

Open and functioning lines of communication are vital to shared success. Between partners, employees and clients we place the highest value on open, honest and transparent dialogue. We want everyone to know our thoughts, duties and responsibilities when partnering. Communication is key to shared success

In order to fully pursue optimal outcomes for our clients, partners and our organization we must be wholly committed to the process of excellence in investing. This requires more work, study and understanding than selling does, but we believe the pursuit is worth it. Our end process is refined every day over hours and hours spent improving our craft.

 Our expectations are extremely high, and we are accountable to the expectations we have for ourselves and those our clients have for us. Our culture is one of transparency and accountability where we own our mistakes and successes equally, striving to learn from both. It is ok to make a mistake, but not to fail to learn from it. The constant refinement of our plans and processes requires accountability.

We opt for simplicity and common sense whenever able. Unnecessary complexity for the sake of job security is a man made hurdle impeding our clients path forward. We believe in boiling down our processes, thoughts and strategies into their most basic elements to make them easier to understand, enact, and measure .

There are no shortcuts worth taking. We believe that investment excellence, and the pursuit of optimal outcomes requires hard work, diligent study, and both human and monetary capital. Bixby Boons is built on hard work and was formed to grow and scale into a repeatable operation. If it was easy everyone would be doing it.