Preparedness Against Coronavirus

By definition, disasters are unpredictable and take many forms, with COVID-19 being the most recent example. Our Business Continuity Plan allows employees to work remotely and effectively. We are moving forward with plans to have approximately half of the firm work from home for two weeks at a time on a rolling schedule. We believe this action will reduce the risk that our employees will come into contact with the virus so that we can continue to deliver uninterrupted service to our clients.

We are confident that we will be able to operate effectively in this manner, but you may experience somewhat longer response times or be directed into voicemails more frequently. We appreciate your understanding as we take this extra precaution to protect our employees and do our part to minimize the spread of this very contagious virus.

As always, we encourage you to reach out directly to us with questions or concerns.

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Welcome Faisal Butt to Our Team!

We are pleased to announce that Faisal Butt, CFA, FRM,  has joined the firm as a Senior Research Analyst/Assistant Portfolio Manager. Faisal assists in the portfolio management process in addition to providing in-depth fundamental analysis, thematic research and ESG analysis.
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Welcome Hong Chen to Our Team!

We are pleased to announce that Hong Chen, CPA has joined the firm as a tax manager. Hong will provide tax advice and prepare tax returns for individuals and fiduciaries as well as partnerships, corporations and private foundations.
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