一家成功金控公司的使命，理所當然的，旨在盡全力成長客戶所委託管理的財富，元大同時也秉持著相同理念「共創元大金控之股東，客戶與集團利益最大化。」但是元大所相信的不單單只有如此。

除了"創造財富"之外，更要"實現夢想"，只有忠於客戶，追求長期穩定成長，並且善盡社會責任才能創造真正的價值。在多變的金融世界中穩健的經營，搭配紀律嚴明的團隊以及根深蒂固的核心價值與企業文化才可稱作一個專業，可信賴的金融團隊。

 

The mission of a successful financial holding company is undoubtedly to do its best to generate wealth for the customers. Yuanta also bestowed the same duty upon themselves to “maximize profit for the shareholders, the customers and the corporation.” However, Yuanta values more than just that.

Besides “generating wealth”, Yuanta also aims to “make dreams come true.” Real value can only be created on the basis of making steady, long-lasting advancement and fulfilling social responsibilities. A professional and trustworthy financial holding company must have a strictly disciplined team, a firm core-value and a steady corporate culture to strive in this ever-changing market.