Roundtable’s goal is to exceed the expectations of Roundtable’s stakeholders: investors, employees and shareholders alike. The company has been structured around the following key principles that provide the necessary framework to meet this goal:
The company is majority owned by active management.
Alignment of Interest
All stakeholders share the common goal of superior investment performance. Clients have representation on the Advisory Council. Employees participate in profit sharing. Management is personally invested in the Roundtable Funds.
Roundtable focuses on results rather than hierarchy. Each employee is an integral member of the team. Roundtable’s management values and encourages feedback from all stakeholders. These discussions will contribute to the constant evolution of the company.