170+ Mission Statements Examples [for Finance & Investments]

A vision and mission statement outlines the company’s long-term goals, purpose and core values. These statements guide the organization and help it stay focused on its ultimate objectives.

In this article you will find vision and mission statements examples for companies that fall into the following industries:


Companies in the finance industry are responsible for providing financial services to individuals and businesses. These services can range from consumer loans and credit cards to mortgages, auto loans, business loans, and other services such as insurance and investment advice. In some cases, finance companies may even offer their own products such as stocks, bonds, and mutual funds.


An investment company is a business that manages and invests funds on behalf of its clients. Investment companies can specialize in various markets, including stocks, bonds, mutual funds, and commodities. They offer a variety of services such as portfolio management, financial planning, and investment advice. Investment companies can be organized in many different ways, such as partnerships, corporations, or limited liability companies. Most investment companies are registered with governments or local commissions, which helps ensure that they comply with the securities laws. Investment companies are typically regulated by governments to protect investors and to ensure that they provide fair treatment to customers. Investing through an investment company can provide many benefits, such as diversification of holdings, professional management, and access to a wide range of investments.

What is a good mission statement for a finance or investment company?

A good mission statement for a finance or investment company clearly defines the purpose of the financial organization. It could emphasize the following:

  • the company’s focus on providing quality services;
  • delivering reliable financial advice;
  • creating secure and reliable investments;
  • commitment to ethical practices;
  • helping clients secure their financial future;
  • delivering excellent customer service.

Good mission statements often also focus on creating a positive working environment for employees and providing them with the necessary skills and resources they need to succeed. A well-crafted vision and mission statement reflects the company’s commitment to its customers, employees, and shareholders and provides a vision for the company’s future.

Learn more: How to Create a Perfect Company Mission, Vision, Values Statement? (Awesome Template)See also: 60+ Core Values: Examples for Finance and Insurance Companies

Samples of Vision and Mission Statements: Finance and Investment Companies

1st Century Bancshares, Inc

1st Century Bank is committed to instant attention, supported by state-of-the-art technologies. Flexibility, whenever possible, to accommodate the unique needs of each customer.

1st Constitution Bancorp (NJ)

Our mission is to enhance shareholder value by making each of our operating units a driving force towards providing shareholders with a suitable rate of return on their investment.

1st Source Corporation

Our Mission – to help individuals, institutions, businesses and communities achieve security, build wealth and realize their dreams.

1st United Bancorp, Inc. (FL)

To Put You 1st.

3X Inverse Gold ETN Velocityshares

VelocityShares® is dedicated to providing sophisticated investors with unique solutions for portfolio and trading risk management.

Access National Corporation

Our mission is to provide progressive and superior financial solutions to the communities that we serve.

ACNB Corporation

We are committed to serving the evolving needs of customers in an ever-changing financial services marketplace, as well as continuing our role as an active and concerned corporate citizen in the communities we serve.

AdvisorShares Sunrise Global Multi-Strategy ETF

The mission of AdvisorShares is to innovate not only our products but also how we service and communicate to our shareholders. We intend to provide transparency to ensure products are appropriately valued and traded in the market, and offer a diversified selection of investment strategies to facilitate what we believe to be true diversification for our shareholders.

Alliance Bancorp, Inc. of Pennsylvania

Alliance Bank is dedicated to providing the highest quality community banking services in an atmosphere that fosters personal and institutional integrity.

Ameriana Bancorp

Our main mission was to provide home loans to the residents and companies of East Central Indiana. Today, Ameriana offices are located throughout Central Indiana, and each one of them is fully committed to being a true community bank.

America First Credit Union

Our mission is to provide personal financial services of a superior quality to the members/owners; our chief concern being their financial well-being. We desire to be the primary financial institution of our members. We will use automation and technology to support a highly trained group of volunteers and staff. Professional managers will be accountable for the quality of service and will be given sufficient flexibility in implementing policy to ensure that the member perceives the highest degree of excellence in every contact. Professional marketing will provide aggressive programs to sustain and increase growth. We will seek our growth both from new members and by serving the financial needs of present members in a more complete manner. We will not sacrifice quality of present services to seek growth. In order to provide quality member services, the credit union must remain financially sound and secure. Adequate operating controls, capital reserves and liquidity will be maintained at all times. We will be sales oriented in our approach to members, but traditional credit union philosophy will remain our guiding principle. Among financial institutions, this credit union is a unique organization with deep and abiding human values. Our goal is to maintain those qualities.

American Campus Communities

Our mission is to be the premier provider of quality student housing communities and services through a unique understanding and unrelenting commitment to students, parents, educational institutions and investors. Our people are our strength, achieving success through a dedication to excellence and integrity.

American Capital Agency Corp.

The principal objective of AGNC is to preserve our net asset value (also referred to as .net book value., .NAV. and .stockholders. equity.) while generating attractive risk-adjusted returns for distribution to our stockholders through regular quarterly dividends from the combination of our net interest income and net realized gains and losses on our investments and hedging activities.

American Housing REIT

AHR is focused on the acquisition, leasing and management of single-family properties for rental income and long-term capital appreciation.

American Realty Capital Healthcare Trust, Inc.

Our primary focus is on medical office buildings and other outpatient facilities, as well as assisted living and memory care facilities, which will continue to experience increasing demand due to the growing population of Americans over the age of 85.

Ameriprise Financial Inc.

To help people feel confident about their financial future.

Ameris Bancorp

The mission of Ameris Bank is to be a major financial service provider through empowered employees creating a positive community impact and delivering a competitive shareholder return.

Ames National Corporation

Ames National Corporation is a growth oriented financial services holding company providing leadership, counsel and support to its affiliates with uniform policies and procedures. It shall maintain a strong capital base and achieve superior performance.

Anchor Bancorp

At AnchorBank, our goal is to make life simpler and more secure for individuals, families and business owners.

Ares Capital Corporation

Our mission is to create long-term value for our shareholders through an attractive dividend(1) and solid investment performance across economic cycles.

Arrowhead Credit Union

Arrowhead Credit Union is committed to providing quality financial services to the community sphere, which includes Southern California. We are dedicated to serving the members’ best interest, to provide value relative to cost, and to earn their trust and confidence by operating in an ethical and financially sound manner.

Astoria Financial Corp.

To deliver great personal service and the best financial products to our customers – and the local communities we serve.

Atlanticus Holdings Corporation

Atlanticus Holdings Corporation (“Atlanticus”) is a financial holding company with investments primarily in companies focused on providing financial services. Our subsidiaries offer a broad array of financial products and services.

Aviv REIT Inc.

Aviv is committed to long term relationships, outstanding customer service, disciplined investing and repeat business. We strive to distinguish ourselves with honesty, integrity and trust and align ourselves with people who share these values.

Banco Bilbao Vizcaya Argentaria S.A.

BBVA is a multinational group providing financial services in over 31 countries and to 50 million customers throughout the world. The banking model used by BBVA is based on four pillars that makes us different.

A diversified and balanced portfolio model, in terms of geographies, businesses and customers, being the leader in the franchises where we operate.
Customer-centric business model, with distribution models that are leaders in efficiency and highly leveraged on innovation and technology.
Management model characterized by two principles inherent in BBVA. Prudence and foresight.
A governance model based on integrity and transparency, which seeks to generate maximum shareholder value.

The combination of these four pillars generate two sources of competitive advantage: recurrent earnings in any environment and a differential structural strength.

Banco de Chile

We are a leading corporation with a prestigious business tradition. Our purpose is to provide financial services of excellence with creative and effective solutions for each client segment in order to ensuring permanent value growth for our shareholders.

BancorpSouth Inc.

To be the leading financial services company in our markets, close to the customer and focused on the communities we serve. To maximize shareholder value through consistently strong earnings performance, strong market share, and maintenance of high quality assets. To continuously transform BancorpSouth into a more diverse and comprehensive financial services company. To be our customer’s provider of choice for financial services, a multi-faceted relationship providing value to both the customer and our company. To provide an inspiring career opportunity for dedicated professionals.

Bank of America Corp.

Connecting people to what matters most through lending, investing and giving.

Bank of Marin Bancorp

Be the premier community and business bank in the North Bay by building long-term relationships based on trust, expertise, and accountability, and by helping our customers, communities, employees and shareholders prosper.

Bank of Nova Scotia

To be the best at helping clients become financially better off by providing relevant solutions to their unique needs.

Bank of South Carolina Corp.

The Bank’s mission is to be a full service financial institution specializing in personal service, responsiveness, and attention to detail in meeting the needs of our customers.

Bank of the James Financial Group, Inc.

Bank of the James will be the pre-eminent financial institution through superior customer service.

Banner Corporation

Banner Bank is a dynamic full-service Northwest financial institution, operating safely and profitably within a framework of shared integrity. Working as a team, we will deliver superior products and services to our valued clients. We will emphasize strong client relationships and a high level of community involvement. We will provide a culture which attracts, empowers, rewards and provides growth opportunities for employees. Our success will build long-term shareholder value.

Barclays PLC

To be an innovative, customer–focused Group that delivers superb products and services, ensures excellent careers for our people and contributes positively to the communities in which we live and work.

BB & T Corp.

To make the world a better place to live by helping our Clients achieve economic success and financial security. Creating a place where our Employees can learn, grow and be fulfilled in their work. Making the Communities in which we work better places to be. Thereby optimizing the long-term return to our Shareholders, while providing a safe and sound investment.

BBCN Bancorp, Inc.

Our mission is to be a strong banking partner to middle market and small businesses, their owners and our communities by providing high-quality financial products and services.


We will care for our Members’ needs with efficiency, integrity and interest. We will provide the communities in which we operate access to an innovative, relevant and integrated product range. These products and services will be provided in a mutually beneficial cost structure that encourages growth and development both for Members and the Credit Union.

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Beneficial Mutual Bancorp, Inc.

As a corporate citizen in the greater Philadelphia and Southern New Jersey region, Beneficial Bank and its employees share a commitment to utilize our resources and skills to assist our neighbors. Together, we can foster an environment that helps our community and local residents achieve their goals. Beneficial works closely with community-based organizations and local governments in developing initiatives to assist low- to moderate-income neighborhoods and families. It is our mission to meet the credit needs of our community while maintaining sound non-discriminatory standards.

BNC Bancorp

At Bank of North Carolina, our mission is to provide the best banking experience possible by anticipating your needs, and exceeding your expectations while assisting you in achieving your short-term and long–term financial goals. We are committed to providing a challenging and rewarding work environment for our employees, while maintaining solid financial strength to ensure superior returns for our shareholders.

BofI Holding, Inc.

Our mission is to establish a highly efficient, customer focused, technologically sophisticated, innovative and resilient branchless bank that provides the best environment for experienced leaders to develop a diversified portfolio of lending, fee generation, and deposit businesses that deliver distinctive value to each of our customers within a risk conscious corporate structure that provides best-in-class operational and risk management support, strategic consulting, and financial management capabilities.

BOK Financial Corporation

BOK Financial is dedicated to creating value for its clients, shareholders, employees and communities.

Bridge Bancorp, Inc.

To support local Suffolk County businesses and individuals and help them grow and thrive in the neighborhoods where they live and work.

Broadway Financial Corporation

The Bank’s mission is to serve the real estate, business and financial needs of customers in underserved urban communities with a commitment to excellent service, profitability and sustained growth. It also has a broader commitment to employ, train and mentor community residents, to contract for services with community businesses, and to encourage its management and staff to serve as volunteers in civic, community and religious organizations.

BSB Bancorp, Inc.

Create the most admired community bank that is growing in a prudent and profitable way. We will achieve this through an unwavering commitment to highly satisfied customers, engaged colleagues and the advancement of our community.


Developing sustainable relationships for your commercial real estate needs and investments.

Cache Logistics Trust

To provide Unitholders with regular and stable distributions, and long-term sustainable growth in Distribution per Unit and Net Asset Value, while maintaining an appropriate capital structure.

Camden Property Trust

Guided by our Values, we are committed to being the best multifamily company by providing Living Excellence to our customers.

Canadian Imperial Bank of Commerce

Our mission is to full–fill the commitments we have made to each of our stakeholders:

Help our clients achieve what matters to them Create an environment where all employees can excel Make a real difference in our communities Generate strong total returns for our shareholders.

Capital Bank Financial Corp.

Capital Bank’s mission is to provide customers with value-added financial solutions and in so doing generate strong and consistent returns for our shareholders.

Carolina Collegiate Federal Credit Union

Carolina Collegiate Federal Credit Union is a member-owned and controlled financial services organization. Our mission is to meet members’ financial needs through quality service at the best value while maintaining financial stability.

Cascade Bancorp

Our Mission: We are dedicated to delivering the best in banking for the financial well-being of our customers and shareholders.

CBIZ/Mayer Hoffman McCan

Our mission is to help our clients prosper by providing them with a wide array of professional business and individual services, products, and solutions to help them better manage their finances and employees. We endeavor to provide superior client service and build long-term client relationships.

CenterState Banks, Inc.

At CenterState Bank, our mission is to meet the desires of our customers. As financial service professionals entrusted with sensitive financial information, we respect the privacy of our customers and are committed to treating customer information responsibly.

Central Pacific Financial Corp.

The CPB Foundation’s mission is to help strengthen Hawaii’s communities by creating opportunities for our youth and fostering social progress.

Century Bancorp, Inc.

Provide best in class financial services to our marketplace. Achieve a superior return on equity for our shareholders. Utilize best practices to create a challenging and rewarding work environment for our Associates and their families.

CFCU Community Credit Union

To provide the highest level of personal financial services in a friendly, professional manner; to encourage thrift, savings and the wise use of credit; to increase the knowledge and ability of our members to manage and control their financial well-being; to provide sound financial management in order to maintain earnings for our continued growth and to provide our employees with a challenging and rewarding career.

Chandler Financial Group, Inc.

Our Mission is to help Build, Protect and Preserve the Wealth of Our Clients.

Charles Schwab

To champion every client’s goals with passion and integrity.

Charles Schwab Corp.

To empower individual investors to take control of their financial lives, free from the high costs and conflicts of traditional brokerage firms.


Our goal for Citigroup is to be the most respected global financial services company. Like any other public company, we’re obligated to deliver profits and growth to our shareholders. Of equal importance is to deliver those profits and generate growth responsibly.

Citizens & Northern Corp

C&N’s mission to enhance the lives of our neighbors in the communities we serve.

Citizens First Corporation

Citizens First is the provider of quality financial services to people, businesses and organizations while developing lasting partnerships with each of our customers through responsive, flexible and distinguished personal service.

City National Corp.

City National’s mission is to provide the ultimate banking experience for successful entrepreneurs and professionals through an uncommon dedication to extraordinary service, proactive advice and total financial solutions.

CLI Capital and Church Loans & Investments Trust

CLI Capital is a diversified Real Estate Investment Trust engaged in commercial mortgage lending and related investments. The Trust’s mission is to provide its customers with innovative financing solutions while delivering excellent risk-adjusted returns to its shareholders.

CMS Bancorp, Inc.

Our mission is to be a well managed community-oriented financial institution working to provide quality products and services to the retail consumer and small business customers through our branch network.

Comerica Inc.

Comerica focuses on relationships, and helping people and businesses be successful.

Commerce Bank

To be the preferred provider of targeted financial service in our communities based on strong customer relationships.

Community Bank Shares of Indiana, Inc.

The mission statement of Community Bank Shares reflects its purpose: “Achieving financial goals through exceptional people and exceptional service.”

Community Credit Union

Community Credit Union is a member owned organization whose purpose is to provide convenient, quality, personalized service while maintaining financial stability. We seek to provide ultimate member satisfaction. Operating for over 55 years, Community Credit Union has expanded its product and service offerings to include more than just your everyday necessities. We seek to be the best choice for all your financial needs. Community Credit Union opens its field of membership to persons employed, residing or attending school within Androscoggin County, including members of their immediate family. And always remember, once a member, always a member.

CorpBanca S.A.

We are a state-of-the-art bank committed to satisfy our clients’ international financial needs, maintaining highest standards of quality service and personalized attention, operating from the world’s financial capital.

Credit Suisse Group

Our mission is to set new standards in partnering with our clients and providing them with innovative, integrated financial solutions.

Crowe Horwath International

Germany: Our clients’ success is our ultimate ambition.
China: Serve our country and society professionally, and grow our people successfully.
Peru: Provide reliable business solutions, with high added value, tailored to the client requirements.

Cullen/Frost Bankers Inc.

Frost provides our customers with the resources, information and counsel they need to meet their financial goals and offers a broad range of financial products and services, including: personal and business banking investments, trust, retirement and financial management services property and casualty and employee benefits insurance.

We serve customers through more than 100 financial centers in the Austin, Corpus Christi, Dallas, Fort Worth, Houston, Rio Grande Valley and San Antonio regions.

Dakota REIT

We offer diversification to our investors by acquiring and owning real estate that offers value and long-term growth.

Deloitte US

The professional services firm that consistently exceeds the expectations of our clients and our people.

Deutsche Bank AG

Through our economic success and competitive international presence, we create value for our shareholders, our clients, our employees and society at large while up holding stringent environmental and social norms to support a sustainable future.

Diamond Hill Investment Group, Inc.

Our Mission At Diamond Hill, we serve our clients by providing investment strategies that deliver lasting value through a shared commitment to our intrinsic value-based investment philosophy, long-term perspective, disciplined approach and alignment with our clients’ interests.

Doral Financial Corp.

Doral Financial Corporation’s mission is to serve a diverse and growing market in Puerto Rico and the U.S. mainland with superior service and competitive financial products that facilitate: home ownership and residential and commercial real estate development through our mortgage banking units and retail banking subsidiaries; savings, the accumulation of wealth and the availability of consumer and commercial credit through our retail banks; protection of assets by providing insurance products through Doral Insurance Agency, LLC., our insurance agency subsidiary.

Eagle Bancorp, Inc.

Eagle Bank is committed to providing quality financial services and successful solutions that consistently achieve a high degree of customer satisfaction. We will differentiate our company from other institutions by developing long-term client relationships, providing superior customer service, creating stockholder value, supporting and enhancing our community, and encouraging the growth and well-being of our employees. We are dedicated to growing our position as the leading community bank for businesses of all sizes in our market, through the respect and recognition we have earned for our banking knowledge, lending expertise, local decision-making, relationship continuity, business ethics and corporate citizenship.

Elmira Savings Bank NY (The)

The mission of the Elmira Savings Bank is to provide above average returns to our shareholders while providing a broad range of financial services that meet the needs of the individuals, businesses, and organizations of our community.

Ernst & Young

To drive progress and make a difference by building a better working world – for our people, for our clients and for our communities.

ESSA Bancorp, Inc.

ESSA Bank & Trust will be the leading service-oriented community financial institution offering a full range of financial products to greater Pocono/Lehigh Valley area customers. We will ensure our long term prosperity by providing products and service in a manner consistent with high standards of quality, on a profitable basis, at the fairest price, in order to create the best possible value for our customers. They will be delivered through distribution systems staffed and supported by customer-driven, friendly, productive employees with a high degree of integrity.

F.N.B. Corp.

The F.N.B. Mission defines Why We Are Here. Knowing why we exist creates a common purpose that brings every employee, regardless of role or affiliation, together to achieve our Mission:

To help our customers achieve economic success and financial security by building enduring relationships based on trust and integrity.
To build a workforce where employees can learn, grow and prosper as contributing members of a winning team.
To create long-term value for our shareholders.
To improve the quality of life in the communities we serve.

Fifth Street Asset Management Inc.

Our mission is to continue to build a leading alternative asset management firm with a core focus on credit solutions and to be admired in the marketplace for our ideas, talent and integrity.

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Financial Engines, Inc.

Our mission has never wavered: We help people with saving, investing, and retirement income so they can enjoy the retirement they’ve dreamed about.

First Commonwealth Financial Corp. (Pennsylvania)

To help our neighbors and the businesses within our communities realize their financial goals as a trusted partner and friend.

First Community Bank

At First Community Bank, it is our pleasure to meet the needs of these local businesses and their owners with thoughtful counsel, financing, and a full continuum of products and services designed just for them. As a true community bank, it is our mission to do it well.

First Financial Northwest, Inc.

Through it all, our unwavering focus on customer service has kept us in the highest regard.

First Horizon National Corp.

The Company’s vision is to be a premier national financial services company, dedicated to creating the highest levels of value and producing long-term levels of industry-leading profitability and growth.

First Midwest Bancorp, Inc.

We are in the business of helping clients achieve financial success throughout their economic lives. We do so by focusing on the broad range of their financial needs and delivering quality services that truly fulfill those needs. We believe that only if each of us – those dealing directly with clients, as well as those who support client contact people – assumes personal responsibility for the financial success of every client we come in contact with, will their success be assured. We further believe that in fulfilling clients’ financial needs we are creating significant value for them while at the same time creating value for ourselves and the company. The financial success of our clients, thusly, will define our success as well as the company’s.

First Republic Bank

Our mission is simple: To provide extraordinary service, in an extraordinary way.

First Trust BICK Index Fund

To offer investors a better way to invest.

Flagstar Bancorp Inc.

To enhance the banking experience and improve the financial quality of life for our customers by offering a comprehensive spectrum of products and services delivered with a genuine commitment to understanding their specific needs and financial well-being; to create value for our investors and communities; and to employ exceptional talent that fully understands, appreciates, and confirms this commitment.

FX Alliance Inc.

Thomson Reuters Eikon Messenger is built on open-based standards and offers a secure, federated messaging system that through the integration of FXall further drives the Company’s mission to more effectively bring together sell-side and buy-side communities.


As we move forward in 2011, our new Tsim Sha Tsui Investor Centre marks another step in the company’s mission to make forex trading accessible to all investors in Hong Kong. This new office replicates the high standards of customer service provided at our central Hong Kong office and extends these services to new traders with the added convenience of another accessible location.

GAIN Capital Holdings Inc.

GAIN Capital was founded in 1999 with a clear mission to provide traders with low cost access to foreign exchange markets. Since then, GAIN Capital has expanded its product offering and global reach, and now provides a diverse mix of both retail and institutional investors access to thousands of OTC and exchange-traded markets.

Golden West Financial Corporation

Golden West Financial Corporation’s vision is to create long-term value for customers, shareholders, employees, and neighbors by providing high quality consumer financial services through our World Savings and Atlas subsidiaries.

Goldman Sachs Group Inc.

Goldman Sachs commits people, capital and ideas to help our clients, shareholders and the communities we serve to grow.

Grant Thornton

To make a difference to our colleagues, our clients, our profession and our communities.

Greene County Bancorp, Inc.

The Bank serves the Hudson Valley Region in New York State, and as part of its mission, The Bank tries to foster a sense of community through personal service, local decision-making, and participation with customers in community activities.

Greenhill & Co. Inc.

Providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments.

Grupo Financiero Galicia S.A.

Our main objective is to be one of Argentina’s leading comprehensive financial services companies while continuing to strengthen Banco Galicia’s position as one of Argentina’s leading banks.

GSV Capital Corp

GSV Capital’s mission is to identify and invest in the premier VC backed private companies in the marketplace today — at attractive valuations.

H & R Block Inc

To help our clients achieve their financial objectives by serving as their tax and financial partner. As the world’s largest tax services company, H & R Block has one-to-one relationships with millions of clients, helping them benefit from all of the deductions and credits available to them and build a better financial future. It is the only major company that offers a full range of software, online and in-office tax solutions, combined with financial information and suggestions that enable clients to consider how they could achieve their financial objectives. This advice — the H &R Block Advantage — includes suggestions about retirement savings, home ownership, saving for their children’s college education, eligibility for government programs and other alternatives. When clients request in-depth financial plans and investment advice, their H &R Block tax professional refers them to H & R Block Financial Advisors Inc., which can assist them with a detailed investment plan and investment services. H &R Block Financial Advisors, member NYSE, SIPC, employs more than 1,000 financial advisors serving clients in more than 150 offices in the U.S. H & R Block Inc. is not a registered broker-dealer. Clients who request information about home mortgages are referred to H &R Block Mortgage Corp., which offers a full range of retail mortgage products. Our research shows that our H &R Block Advantage advice package along with related financial services increased client satisfaction with H & R Block’s tax services. H & R Block has long been a trusted tax partner to millions of taxpayers. Now we are enhancing the value of our tax services by helping clients as their tax and financial partner.

Hartman Income REIT

Raise capital with confidence, knowing we have one of the best track records in the country for non-traded REITs. Invest in the type of commercial real estate in which we can add value for the investor. Serve our employees and their families by establishing company policies and a work environment that build culture, strengthen individuals and nurture families. Earn the highest possible investment yield by creating value in commercial real estate and being a faithful.

HDFC Bank Ltd.

HDFC Bank’s mission is to be a World Class Indian Bank. The objective is to build sound customer franchises across distinct businesses so as to be the preferred provider of banking services for target retail and wholesale customer segments, and to achieve healthy growth in profitability, consistent with the bank’s risk appetite. The bank is committed to maintain the highest level of ethical standards, professional integrity, corporate governance and regulatory compliance. HDFC Bank’s business philosophy is based on five core values: Operational Excellence, Customer Focus, Product Leadership, People and Sustainability.

Health Care REIT, Inc.

HCN is developing the next generation of post-acute care and connecting leading health systems, post-acute providers and seniors housing operators to deliver integrated health care delivery platforms that will improve the quality of care, create operating efficiencies and reduce costs.

Heritage Financial Corporation

We are Committed to Continuously Improving: Customer Satisfaction Employee Empowerment Community Investment Shareholder Value.

HEW Federal Credit Union

Exceed our members’ expectations in our commitment to their financial success.

Home BancShares, Inc.

Mission Statement Utilize our community banking philosophy to provide us a competitive advantage in serving our communities and customers. The local commitment to customers and community will provide results that enhance the return to shareholders, allow us to make a difference in the communities we serve and allow for associates to thrive in a challenging and meaningful banking career.

HomeStreet, Inc.

We work together to combine our customer knowledge, local market experience, and financial expertise to deliver financial services people want. When they want them. The way they want them.


We enable businesses to thrive and economies to prosper, helping people fulfill their hopes and dreams and realize their ambitions.

Hudson Valley Holding Corp.

The mission of Hudson Valley Bank is to remain a financially strong, independent, local bank serving customers in select markets in ways that exceed their expectations, thereby creating superior shareholder returns and exceptional employee career opportunities.

Intercontinental Exchange Inc.

Provide safe and sound central counterparty services to reduce systemic risk in an efficient and compliant manner while generating positive returns for shareholders.

Investment Technology Group Inc.

At ITG, our mission is to help clients achieve best possible execution. We’ve been proving it to our clients every day for 27 years as a pioneer in providing dark liquidity. And from the start, we’ve delivered world-class technology as well as wide-open visibility into how we help reduce trading costs. We continually measure and share performance parameters with our clients, including how, where, and when their orders were filled, plus price, fees, commissions, and more.

Jefferies Group Inc.

To provide quality services to its customers while maintaining the highest standards of ethical behavior.

JPMorgan Chase

The Corporate Governance & Nominating Committee exercises general oversight with respect to the governance of the Board of Directors.

KB Financial Group Inc.

KB Financial Group’s mission is to “touch customers’ hearts“. Five core principles make up the foundation of our mission, all geared towards transforming the Group into a “customer – oriented,” “professional,” “innovative,” “speedy,” and “performance – oriented” organization. It is our resolve to touch customers’ hearts with the best possible products and services and thereby earn their trust and respect. We will strive to satisfy customers through ‘heart – touching sales‘ and ‘heart – touching services‘ and we are committed not only to achieving the growth of our employees and KB Kookmin Bank Financial Group but also to fulfilling our corporate social responsibilities.

Kelly Services

To serve our customers, employees, shareholders and society by providing a broad range of staffing services and products.


KPMG’s mission is to turn knowledge and understanding of information, industries and business trends into value for our firms’ clients, our people and the capital markets.

vLazard Ltd.

To offer clients superior advice in a variety of financial sectors.

Lincoln Financial Group

As one of the country’s premier financial services organizations, Lincoln Financial Group is committed to providing its customers with the life insurance, retirement and investment products and services they need to maintain their quality of life. As a concerned corporate citizen, the company’s Foundation has sustained a strategic philanthropic program to improve the quality of life in the communities where our employees live and work.

Lloyds Banking Group PLC

Our business is focused on retail and commercial financial services. We thrive based on how well we serve our customers; on our relationships within the communities we serve; and on helping Britain prosper. Through our day-to-day business and through our community and charity work we believe that giving back to communities is not simply a measure of our success, but it is fundamental to what the Group stands for.

M&T Bank Corp.

Our core mission: to provide crucial banking services to our customers and communities.


To be the best worldwide provider of higher-value staffing services and the center for quality employment opportunities.

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MBNA Corporation

Our mission is to provide you with an outstanding member/Customer benefit that helps you meet your organization’s objectives. We work very hard to understand your objectives, then create a program that can help you meet them. Whether you want to attract new members, retain existing ones, drive incremental sales, or reinforce member or brand loyalty, we will work with you to help you achieve those goals.


We will deliver global capabilities with the “local” touch that brings world class assurance, tax and consulting expertise to our clients through enduring relationships built on genuine understanding and trust.

Mitsubishi UFJ Financial Group Inc.

To be a foundation of strength, committed to meeting the needs of our customers, serving society, and fostering shared and sustainable growth for a better world.

Mizuho Financial Group Inc.

Mizuho, the leading Japanese financial services group with a global presence and a broad customer base, is committed to providing customers worldwide with the highest quality financial services with honesty and integrity. Anticipating new trends on the world stage. Expanding our knowledge in order to help customers shape their future. Growing together with our customers in a stable and sustainable manner. And bringing together our group–wide expertise to contribute to the prosperity of economies and societies throughout the world. These fundamental commitments support our primary role in bringing fruitfulness for each customer and the economies and the societies in which we operate. Mizuho creates lasting value. It is what makes us invaluable.

Morgan Stanley

Morgan Stanley’s mission is to provide our clients with the finest financial thinking, products and execution. This means setting the highest standards for behaviors that embody our business principles.

National City Corp

National City Corporation will be a premier diversified financial services company providing customers with advice, information and services to meet their financial needs. We will achieve superior levels of financial performance as compared to our peers and provide stockholders with an attractive return on their investment over time.

New York Community Bancorp Inc.

The mission of New York Community Bancorp, Inc. is to create shareholder value by consistently delivering the thrift industry’s top financial performance, and by providing those who live and work in the New York metro region with easy access to the full range of financial products and services they seek.

Nomura Holdings Inc.

We are committed to enriching society by delivering superior investment services. We are not afraid to continually challenge conventional wisdom and actively encourage change in order to pursue growth. We are committed to putting our clients at the heart of our business, developing and maintaining long-standing relationships based on trust. We are one firm, committed to delivering the full range of our capabilities, knowledge and resources to meet the needs of our clients. We respect diversity and value differences of opinion.

Northeast Community Bancorp, Inc.

NorthEast Community Bank (NECB) was founded in 1934 as a community bank with a mission to help families and businesses in our communities prosper. We grew up in Manhattan, Brooklyn and the Bronx, gaining, and maintaining, a reputation as experts at lending to owners and developers of multi-family and mixed-use properties, as well as commercial and industrial businesses and cooperative buildings.

NYSE Euronext

Euronext is a market place whose first mission consists of financing the real economy. It aims at offering companies financing solutions, ensuring security and transparency of operations and transactions.

Old National Bancorp

To consistently exceed the expectations of our clients, associates and shareholders.

Optivest Properties

Optivest Properties is committed to exceeding our client’s expectations by delivering the most professional, informative and dedicated service in the self storage industry. We are committed to corporate tithing for the benefit of those less fortunate and shall always place the utmost priority on honesty, integrity and professionalism when serving and caring for our clients and our company employees.

Parkway Life REIT

We aim to deliver regular and stable distributions and achieve long-term growth for our Unitholders.

Pebblebrook Hotel Trust

Deliver long-term industry-leading total returns to our shareholders, including a reliable stream of income, through opportunistic investment in high-quality lodging properties, utilizing a conservative capital structure.

Piper Jaffray Cos.

Our mission is clear – we are building a leading international middle market investment bank and institutional securities firm.

PNC Financial Services Group Inc.

For more than 160 years, PNC has been committed to providing our clients with great service and powerful financial expertise to help them meet their financial goals. We are proud of our longstanding history of supporting not only our customers but also our communities, employees and shareholders.

Point West Credit Union

Building lifelong relationships one member at a time.

Prosperity Bancshares Inc

• Smile • Greet the Customer by Name • Try to say “YES” instead of no!

Provident Financial Services Inc.

Continuing our promise of Commitment while delivering consistent quality experiences and providing options and banking solutions that meet your needs.

Raymond James Financial Inc.

Our business is people and their financial well-being. Therefore, in the pursuit of our goals, we will conduct ourselves in accordance with the following precepts: Our clients always come first.

Regions Financial Corp.

Make life better. Make life better for associates. Make life better for our customers. Make life better for our communities.


To preserve, perfect and promote the REIT approach to real estate investment. I look forward to helping spread that message in the coming year.

Royal Bank of Canada

We’re here to help our clients and communities build a better future.

Royal Bank of Scotland Group PLC

RBS exists to help our customers, to support them, and to make their lives easier.

Service Credit Union

We are dedicated to serving our worldwide membership in an efficient and professional manner by motivated employees who share in our organization’s success, while enhancing our members financial health and quality of life through the application of innovation and technology accessible 24 hours a day, 7 days a week.

Starwood Captial Group

To be the best investment firm in the world.

Steadfast Communities

Steadfast Companies‘ mission is to pursue real estate investment, development and management opportunities responsibly and with integrity for the benefit of our investors, partners, tenants, employees, company, and the community.

Sterling Bancorp

To outperform every other bank in serving small to medium-sized businesses and their leaders in our markets by leveraging top-performing professionals delivering a unique client service experience with the most flexible range of financial solutions.

Stifel Financial Corp.

To become the Firm of Choice for employees, the Advisor of Choice for clients, and the Investment of Choice for shareholders.

Sumitomo Mitsui Financial Group Inc.

We grow and prosper together with our customers, by providing services of greater value to them. We aim to maximize our shareholders’ value through the continuous growth of our business. We create a work environment that encourages and rewards diligent and highly–motivated employees.

Suntec Real Estate Investment Trust

Forging ahead to create, provide and deliver premium value to all stakeholders of Suntec REIT.

SunTrust Banks Inc.

To help people and institutions prosper by providing financial services that meet the needs, exceed the expectations, and enhance the lives of our clients, communities, colleagues, and ultimately our shareholders.

Sunway REIT

To deliver sustainable distributions and growth in total return to unitholders over the long term via active asset management, yield-accretive acquisitions and optimal capital and risk management.

Synovus Financial Corp.

Synovus Bank will build the finest financial services organization serving the west coast of Florida by establishing long-term, diversified customer relationships, through the best and most experienced professionals in the industry. Our success will be guided within a culture of compassion for our team members, a personal commitment to the Customer Covenant for service excellence and a results-oriented dedication to superior performance for our shareholders.

TCF Financial Corp.

To be the most convenient bank in the markets we serve.

The Bank of New York

We strive to be the acknowledged global leader and preferred partner in helping our clients succeed in the world’s rapidly evolving financial markets.

The McGraw-Hill Companies

We are dedicated to creating a workplace that respects and values people from diverse backgrounds and enables all employees to do their best work. It is an inclusive environment where the unique combination of talents, experiences, and perspectives of each employee makes our business success possible. Respecting the individual means ensuring that the workplace is free of discrimination and harassment. Our commitment to equal employment and diversity is a global one as we serve customers and employ people around the world. We see it as a business imperative that is essential to thriving in a competitive global marketplace.

The Mutual of Omaha Companies

We will continue to build a corporate culture that respects and values the unique strengths and cultural differences of our associates, customers and community.

We are a performance driven culture that uses metrics to ensure continuous improvement. Through our distribution and marketing competencies, we provide creative, customized, solutions for our customers. As a result, we achieve superior profit growth as the grocery distribution company of choice.

Timberland Bancorp, Inc.

Serving individuals, families and businesses in our local communities and helping them reach their financial goals.

Toronto – Dominion Bank

We will be the Best Run, Customer – Focused, Integrated Financial Institution, with a Unique and Inclusive Employee Culture.

Two Harbors Investment Corp

Our mission is to be recognized as the industry-leading hybrid mortgage REIT.

U.S. Bancorp

We put the power of US to work for you.


We are committed to providing our clients with superior financial advice and solutions while generating attractive and sustainable returns for shareholders.

United Realty Companies

United Realty’s mission is to identify opportunistic real estate investments, develop creative strategies for adding value and effectively executing those strategies to generate exceptional returns while providing consistent, stable cash-flow.

USF Federal Credit Union

Our Credit Union is a financial institution owned and controlled by Members for their benefit that:

*Delivers superior service in a friendly and courteous manner with respect for the worth and dignity of all its members.
*Promotes thrift and the cooperative ideals of the credit union philosophy.
*Offers loans and deposit accounts at competitive rates and high quality financial services at fair prices for users of those services.
*Maintains long-term financial stability to insure security of member deposits.
*Is a responsible member of the University community.

Washington Real Estate Investment Trust

Deliver Consistent, Superior, Long-Term Returns to Shareholders

Webster Financial Corp.

Webster Business Credit will be the provider of choice for asset based financing and value added financial services to middle market companies. We are committed to build partnerships with our borrowers and to provide a superior level of customer service.

Wells Fargo & Co.

Our product is service. Our value added is financial advice and guidance. Our competitive advantage is our people.

Whitestone REIT

Our mission is be the dominant REIT that acquires, owns, leases and manages Community Centered Properties.

Winchester Financial Group

The goal of the Winchester Financial Group is to provide passive investors with quality property management, to assist them in creating wealth and retirement income through the acquisition, development and continual management of real estate properties to their fullest potential.

 See also:
1500+ Best Company Vision and Mission Statements by Industry
250+ Best Inspirational Company Core Values

Posted in: Core Values