Broker Check
How to Reach the Team

How to Reach the Team

We are safe. We are fully operational. We are working from home. Your contact with us should remain business as usual. However you normally reach us, please continue to do so. We will follow the recommendations of national and local authorities regarding how long we should work remotely, and will provide timely updates. 

Your Financial Health

Your Financial Health

We are in an extraordinarily unique time, and we realize that a volatile market can be concerning when there are so many unknowns. We believe that the current economic downturn, while severe, will be short-term. Your portfolio is built for the long-term, which means we expect that uncomfortable times like this are part of the experience. If you would like to review your portfolio, or how it fits into your financial plan, please contact us.

Heightened Vigilance Against Hackers

Heightened Vigilance Against Hackers

Times of crisis bring necessary changes to protocols, and wind up creating ideal opportunities for hackers to do their best work. We will not deviate from our cybersecurity and confidentiality protocols even as we conduct business from remote work locations. Please know that we will still require a verbal confirmation to implement trades in your account, or to withdraw funds. We will also follow investment company requirements for forms that require your signature. We urge you to be extra vigilant during this time to protect yourself and your finances.

Our recent articles regarding the current downturn

You can follow our recent blogs by clicking HERE.

Our most recent news can be found HERE.

Here's a direct link to the D CEO interview with us about strategies to consider for your portfolio during a downturn: