In the event of an emergency situation that prevents us from accessing our downtown offices or disables our internal technology network connections or servers, we can and will continue to monitor and manage your accounts from our homes.
In such a situation, if you are unable to reach us during normal business hours, you can contact us by calling any of the following:
*or by emailing us at
email@example.com or firstname.lastname@example.org
*Please do not forward personal or confidential information via email unless password protected. Email may not be monitored beyond normal working hours.
You can also contact your custodian/broker regarding your account(s). For clients utilizing Charles Schwab Institutional, the contact number is 1-800-515-2157.
Clients using other custodians can find contact information on their monthly statements.