anthem bank & trust

As bankers, advisors and fiduciaries, we see our mission as a vocation: a response to a call to serve, communicate ideas, learn together, experiment, identify and adopt best practices and nurture daring hopes, all in the service of the common good.

The purpose of our Company is to support and promote integral and ethical human development. We will accomplish this by:
• Helping clients progress toward their goals by assisting them with financial decisions and strategies;
• Promoting industries and activities that support social development to enhance communal flourishment; and,
• Contributing to the social conditions that allow individuals and groups to reach fulfillment more easily.

We recognize serving as a fiduciary and acting justly and sustainably cannot be reduced to a checklist. We must approach our colleagues, clients and investors, and the issues each face, with honesty, trust, truth, justice, empathy, mercy, sincerity, responsibility, accountability, transparency and reciprocity.

We recognize wealth, and stewards of wealth such as financial institutions and wealth advisors, exert a profound influence on the structure of society and, because wealth can be a powerful tool for good, there is an obligation to utilize and leverage it responsibly.

Lives are temporary, but legacy lasts for generations. The measure of our success will be the good that is accomplished in and as a result of the efforts we expend on behalf of our constituencies. To that end, we will work to:
•  Build industries that help communities grow and develop and enable the growth of those in the community;
•  Help clients achieve their goals through patient guidance, educate clients about financial products and solutions transparently and honestly, and articulate ways in which clients may choose to use wealth wisely, constructively and ethically; and
•  Serve communities by supporting institutions that lift up the community, always leading by example and supporting each other in this endeavor.