Emery Howard’s top priority is to maintain your trust and confidence in in our ability to service and manage your investment portfolio. Each member of our team is dedicated to helping you achieve your financial goals.
To that end, we want to assure you of our “business-as-usual” preparedness to provide investment advice and financial planning during any crisis, including the current COVID-19 outbreak. We have allocated significant resources toward our comprehensive business continuity plan. This plan enables us to manage your investments and provide financial advice at all times and under all circumstances.
We remain accessible to you for financial counsel and will continue to communicate our thoughts and guidance. We are available by telephone and email. If face-to-face meetings are not possible, we can accommodate “virtual” meetings with you via computer link. You will continue to have online access to your investment portfolio through our secure web portal as well as Schwab Alliance phone/online access.
We are focused on your financial well-being, so you can focus on you and your family’s physical well-being.