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.