The heart of our business is providing you with an investment process that provides a disciplined approach to investing. Your decisions supported by our advice and guidance must be right for you. You provide the Vision. We provide the institutional discipline, attention to individual investments and the day-to-day monitoring of your plan. We will help you to safely navigate the volatility of today’s markets.
COVID-19 and Your Investments
The impact of the novel coronavirus (COVID-19) has led to stock market volatility. It is a stressful time, but like all challenges we will adapt and overcome. Your first priority must be to your health, so please be sure to follow the advice of public health authorities and stay safe.
If you are like me you are feeling a huge sense of relief about getting at least one, and for many of us, two vaccine inoculations. It seems like the end of the pandemic is finally within our grasp.
We know that many people prefer in person meetings rather than on the phone or Zoom. Like you we are anxious to return to a less regimented life. So to be on the slightly cautious side we have decided that we will plan to resume face-to-face appointments in September. I feel confident that with the current pace of the vaccine roll out we should have a very large population of fully vaccinated people by then and will be able to open our doors without fear.
I am already looking forward to the fall when we can plan some lunches, and perhaps even a Christmas party (remember those!?)
As always we will meet your needs in the best way possible and we will make every accommodation we can. Please stay safe, and keep up the good work to keep us all healthy. I am looking forward to seeing you soon!