Proven Principles.

Litvak & Co. is founded on these core values, passed down from one private banking generation to the next.

Accountability

Our highest responsibility is being stewards of our clients’ wealth; our
clients’ interests always come first.

Independence

We avoid all conflicts of interest.

Value

We work to create long-term relationships through exceptional service and a commitment to delivering value.

Excellence

Quality, courtesy, dedication, and professionalism are our calling cards.

Enrichment

We strive for continuous improvement through experience, education,
and insight.

Collaboration

We value teamwork and partnership.

Trust

Honesty and integrity are the soul of
our business.

Character

Our reputation is our capital and we protect it.

Opportunity

We compete with honor and actively embrace change.

Innovation

We encourage creativity in a supportive environment.