Our Values

To our clients and fiduciaries: You have entrusted us with hard earned assets; the purpose of our hard work and dedication is to provide consistently superior investment returns and without compromise, a high level of client service. We recognize the importance of your fiduciary responsibilities, therefore we make ourselves easily accessible by maintaining a high level of connectivity and accountability and providing a timely response.

To our future clients and fiduciaries: Our firm’s culture and outlook lead us to present in a straightforward way our logical and common-sense investment philosophy and process. Expect transparency and full disclosure as you consider our investment strategies, our leadership, and best business practices at Morgan Dempsey.

To the Morgan Dempsey Team: We hold in high regard as individuals, as a team and as a firm, accountability for all of our actions. Additionally, we believe our employees deserve a positive and enjoyable work environment and to the extent it is financially possible, compensation and benefits which are at the upper-tier of industry levels. We recognize the personal dignity of each individual team member and that we all contribute in a unique way to the firm’s goals.

To our employees and their families: We recognize the importance of family to each employee and respect for each individual’s family needs.

To those who serve us: We are committed to being courteous and respectful to all the service providers who support our efforts to our clients and fiduciaries.

To our profession: We strictly adhere to the CFA Institutes Code of Ethics and the Standards of Practice and are committed to the advancement of the GIPS.

To our community: We strive to be active and engaged in the communities and society in which we live and prosper. Each team member is encouraged to give of their time and treasure to causes they feel are important, and when possible Morgan Dempsey as a firm will participate in those causes.

To ourselves: We believe success is not always defined by money or title, but by happiness in our daily lives and growth in human potential.