As federal, state, and local governments take steps to mitigate the spread of the coronavirus, we wanted to assure you that we are focusing on our ability to continue to oversee your accounts. We wanted to provide some reassurance about our business continuity and that of Commonwealth Financial Network®, the firm we partner with to better serve you.
If you are a client and have not been receiving our email updates, please contact us immediately to provide us with your email address. This is an important communication tool for all of us and we recommend all clients provide us with an email address by contacting our office at (301) 739-1500.
What We’re Doing
We are actively monitoring the situation and taking steps to ensure the health and well-being of our staff. In particular, we are listening to guidance from the Centers for Disease Control (CDC) and World Health Organization (WHO) to ensure that our office environment is clean and sanitized. We’re also practicing social distancing and using technology, including phone calls and videoconferencing, to allow us to minimize in-person interactions during this unprecedented time.
Rest assured; we are here for you every step of the way.
The following are the options we are currently recommending that clients use to communicate with us:
- Investor360°® Messages – Many of you utilize the Investor360°® platform to access information on your portfolio. If you have not yet used the “Messages” tab, we would encourage you to take advantage of this secure method of communicating with us during this time.
- Email – This method of communication is extremely effective for us in communicating timely updates to clients and we are committed to providing regular updates moving forward.
- Phone – We continue to staff our phone systems and would welcome your call. If for any reason we are unable to immediately answer your call, please leave us a message and we will return your call promptly.
What Commonwealth Is Doing
Commonwealth likewise is reinforcing everyday preventative actions (e.g., frequent handwashing, social distancing) and following guidance from the CDC and WHO to ensure a healthy office environment for its employees. The firm prides itself on having the infrastructure to support remote work and does not anticipate any operational disruption in its Waltham and San Diego offices. Learn more about Commonwealth’s business continuity program here.
We also encourage you to read through the following articles from Commonwealth’s Chief Investment Officer, Brad McMillan.
Our hearts go out to all those affected by the coronavirus pandemic. This is a challenging time for everyone, and we want to make sure you know we are here for you. As always, if you have any questions or concerns about your financial situation, please call our office at 301-739-1500.
-Your SFG Family