PGFG’s COVID-19 Preparedness
March 23, 2020
One of the luxuries of working with a firm in the San Francisco Bay Area is we are very well prepared for disasters. We have earthquakes, forest fires, floods, mud slides, and when all else fails, our utility company shuts off our power. Needless to say, we are well prepared for disasters and potential business interruption. Several weeks ago, before school closures and “shelter in place” orders were issued, our management team met to discuss the COVID-19 coronavirus and its possible spread to our country. We discussed the potential outcomes and its impact to our business. We put forth a plan on how we would deal with the different each scenario as it unfolded. We thought it important for you to understand the diligence we have taken to protect the firm, our families, and most importantly you, our clients. Polaris Greystone has been very vigilant from the very beginning. Our management team met and put into place our business strategy for these unusual times. We instituted a “work from home” mandate well before the “shelter in place” order was given. While Polaris Greystone is exempt from this order, due to our status as a financial institution, we felt it important to protect the integrity of our work and felt obligated to be good citizens, so we began our own “social distancing” more than a week ago.
To date, I know of no client that has the COVID-19 virus. No one at Polaris Greystone has shown any sign, nor has had any exposure to anyone that has tested positive for the COVID-19 coronavirus. I hope, with these efforts, that I can repeat these same words in the coming weeks.
Feel free to reach out to any of us at any time to answer any questions you might have, or to simply hear a friendly voice on the other end of the line. It is our pleasure to serve you, especially during these challenging times. Be safe!
Jeffrey J. Powell
Managing Partner, Chief Investment Officer
This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Polaris Wealth Advisory Group unless an investment management agreement is in place.