CLIENT SPOTLIGHT: ARKOS GLOBAL ADVISORS // Pursuing a higher purpose and avoiding mission drift in wealth management.
It’s been a pleasure to work with Jeff Thomas and Cale Dowell at Arkos Global Advisors. Read on to learn more about their story and hear from their founder.
Arkos exists to be a “God-honoring wealth management company.” Its mission is to “help families thrive across generations by connecting their money with their purpose.” Arkos' founder and CEO, Jeff Thomas, shared the following about why their mission and vision matter so much:
"After 25 years at the largest Wall Street firms, our team felt led to start a boutique wealth management firm, Arkos Global Advisors. Arkos serves generous business owners in a unique and holistic way that we couldn’t do at the large firms. From the beginning, we wanted Arkos to honor God as it scales. Mission drift is my worst nightmare. We don’t want future leaders or owners to ever curtail the biblically-imbued wisdom and financial management practices we provide today.
While our current leadership team is united around a clear mission, vision and values, how do we make sure things don’t drift after we are gone? As the founder, I tell stories and I think people have a clear sense of our vision and values, but we know what happens in the telephone game. Things get watered down.
On Mission’s North Star process provided the exact structure we needed. During the process, they asked the hard questions that raised the critical issues we had to work through. I can’t emphasize enough how important this was.
I liked getting it all out on paper. The North Star policies guide how we make decisions about ownership, governance, and funding as well as leadership, hiring, and culture. This document provides the necessary clarity to help us honor God, preserve our culture and values, and avoid mission drift. It will help us navigate nuance, while not trying to control from the grave. To empower and be helpful, but not restrictive. And to promote growth in a healthy way.”
To learn more about Arkos, you can visit: www.arkosglobal.com
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