About Aristotle

Our Purpose

We enable our clients to achieve their individual missions

The name Aristotle (Greek name Aristotélēs) means “the best purpose,” which is derived from the words aristos (best) and telos (purpose). At Aristotle, our best purpose is to enable our clients to achieve their individual missions.  Whether it is fulfilling the distribution needs of a pension plan, the funding goals of a university, the yearly distributions of a foundation, or the retirement objectives of an individual, we are inspired by the impact that our disciplined investment processes can have in fueling the aspirations of our clients.

CLIENTS
Our first and primary responsibility is to our clients. We believe this is the foundation for our success.
COMMUNITY
We commit time, talent and resources to give back to our local communities.
EMPLOYEES
We are committed to creating a culture of honesty, hard work and integrity and fostering a setting that spurs intellectual growth.
FIRM
We collaborate with the common goal of meeting our clients’ needs and achieving our company’s purpose.

Our Values

We place our clients’ interests first
Our first and primary responsibility is to our clients. This is the foundation for our success.
We act with integrity
We hold ourselves to the highest moral and ethical standards. We are steadfast in our commitment to integrity.
We achieve excellence through accountability and collaboration
We strive for excellence in our daily activities and aim to provide our clients a superior experience. We hold ourselves accountable for our mistakes and learn from them. We collaborate with the common goal of meeting our clients’ needs and achieving our company’s purpose.
We empower our employees
Our employees are our most important asset. We will reward superior customer service, problem solving, and implementation of improved processes that strengthen the organization. We welcome innovation and continuous improvement.
We are respectful
We encourage a culture of mutual respect, where we value diversity, strive for inclusion, and spur intellectual growth.
We value community
We strive to make a meaningful difference as an active participant in our communities.

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The Power of an Integrated Platform

Independent investment advisors are supported by an integrated shared services platform, enabling investment teams and other professionals to focus on their areas of expertise.
Shared Services
Shared Services
Compliance & Risk Management
Investment Operations
Trading
Marketing
Wealth Management
Institutional Services
RIA | Bank Group
Client Operations
Information Technology
Finance & Human Resources

Explore the evolution of Aristotle