At Covered Bridge, we are committed to fostering meaningful connections within the Wealth & Asset Management industry. Rooted in experience and guided by integrity, our mission is to facilitate engagement with potential partners, collaborators, and fellow professionals in the realms of investments and charitable initiatives. At Covered Bridge, we recognize the profound impact that serving local communities can have on society. Our family members are committed to such practices of giving and serving.
OUR VALUES
INTEGRITY
Integrity means more than
striving to do the right thing.
It means showing heart:
Humility
Empathy
Adaptability
Remarkable
Transparent
ACCOUNTABILITY
We believe Accountability
goes hand in hand with
Integrity. It involves accepting
responsibility when things
don’t go as expected, then
taking proactive steps to
make things right.
COLLABORATION
We believe in actively
building & engaging in an
inclusive, diverse, and
collaborative work
environment where openness
is encouraged, individuals
are empowered, and
teamwork and performance is
rewarded.
INNOVATION
Our work environment
encourages continual
improvement, which fosters
Innovation. We work on
cultivating quality questions,
curiosity, courage, and
passion when working with
team members, professional
partners, and of course, our
family members.
EXCELLENCE
We strive for Excellence in
order to provide the best
experience and results for
family members. We strive
for, and expect excellence in
our relationship with
professional, community, and
philanthropic partners,
ensuring the best outcomes
for our family members.
COLLABORATION
We believe in actively
building & engaging in an
inclusive, diverse, and
collaborative work
environment where openness
is encouraged, individuals
are empowered, and
teamwork and performance is
rewarded.
Confidentiality and Privacy
We understand the importance of maintaining confidentiality. Our systems and protocols are
designed to protect sensitive information and ensure the privacy of our family members.