Clients and Friends,

To start, we hope that you and your family are healthy and doing well. These are challenging and unpredictable times for us all. The safety and health of our partners, staff, clients, families, and the communities in which we live and work are and will always be our top priority.

We understand that this is a time of uncertainty and fast-moving headlines, and one in which our clients are seeking advice and support from their advisors. Our Level Four professionals are on the job, monitoring this fluid market, and want to assure you that our team remains available to assist you with your current needs. The methods by which you communicate with your advisor may differ, but the same level of quality delivered by the professionals you know and trust will remain the same.

We want to assure you that our business continuity plans are in place to ensure the continuation of services to our clients, as well as keeping our clients informed of the latest market updates and changes as they push down from the federal government. In that regard, our parent company, CRI, has compiled various COVID-19 Resources, and will update as things change. Our Level Four professionals are continuously monitoring these updates, as we aim to communicate their impacts to our client base when the official guidance is determined.

In the interest of “social distancing,” as recommended by the CDC and federal government, to help limit the transmission of COVID-19, we suggest the following in regards to your financial needs:

  • We love seeing all of you in the office; however, if under the current circumstances, you would prefer to have any upcoming appointments conducted over the phone or the web instead. Trading instructions sent via e-mail may not be honored; please contact your advisor over the phone for buy/sell orders.
  • If you still prefer to meet with your advisor in person, please call or email them beforehand to coordinate the meeting. Some of our advisors are working remotely and may need to plan ahead. Thank you in advance for your cooperation in this matter! You can find the location phone number here.

The steps taken to protect our professionals and our clients in helping slow the transmission of this virus will not impede our ability to continue to meet your needs. Our firm is open, and we are focused on you and your business.

If you have any questions or concerns, please do not hesitate to reach out to your Level Four professional.

Thank you for allowing us to serve you. We are proud to work with you as we navigate this trying time together.

 

Stay well,

Edmon “Jake” Tomes
Chief Executive Officer
Private Client Wealth Advisor
Level Four Group, LLC