The vision of GlobeFlex is to serve a broad client base with a high degree of flexibility, to be one of those shops that doesn't garnish print, maybe not the best known, no retail presence, but among those in the know this firm will have carved out a loyal following.

When the label "quant" comes up, I say if you mean complex investment theory with complicated algorithms, no, it's not us. But if you mean systematic analyzing of fundamental criteria to look at stocks, indeed we are. We utilize sound basic investment theory in less time, with a phenomenal set of tools.

On the self-improvement front we are vastly different from the many organizations so fearful of change. We are incredibly inquisitive and have put in a structure that can feed that trait. Those clients who are tuned into what we are doing will always be amazed.

My role is helping, not selling. GlobeFlex has the skill set inhouse to support me in that role. Everyone here talks about information-driven client service. What that boils down to is for me to prepare for every eventuality, know the message and nail it to the wall. Rather than get distracted by who our competition is, I lead with philosophy, then talk process and use performance as proof. It's a systematic approach. The way we earn respect is to find clients one by one just like our team finds stocks.