Milagre Wealth Management-Operational-Guidelines

Every great company has a set of guidelines to follow.

Operational Guidelines

Exceptional Client Service:

01.

We focus on our family of clients first and always.

02.

We are client driven; we operate on a local and personal level.

03.

We invest in our company for the long term, to serve our clients better.

Operational Excellence:

04.

We set the highest standards of performance.

05.

We demand financial strictness and risk discipline.

06.

We strive for the best internal governance and controls.

07.

We all act and think like owners and partners.

08.

We strive to build and maintain the best, most efficient systems and operations.

09.

We are disciplined in everything we do.

10.

We execute with both skill and urgency

A Commitment to Integrity, Fairness, and Responsibility:

11.

We will not compromise our integrity.

12.

We face facts and adsjust as needed.

13.

We have fortitude and conviction.

14.

We foster an environment of respect, inclusiveness, humanity, and humility.

A Great Team and Winning Culture:

15.

We hire, train, and retain great and diverse employees.

16.

We build teamwork, loyalty, and morale.

17.

We maintain an open, entrepreneurial meritocracy for all.

18.

We communicate honestly, clearly, and consistently.

19.

We strive to be good leaders.

Milagre's operation guidelines aim to ensure we are giving our all for all of our clients.

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