Like so many of you, we have spent the last several days and weeks learning about the coronavirus (COVID-19). COVID-19 has disrupted news headlines for several weeks now. Various companies are issuing travel warnings or restrictions, major events like concerts and sporting events are being cancelled or rescheduled, and several industry conferences have been cancelled or moved to an online format.

The SFG Team has been evaluating the information and understanding how it affects our clients, employees, and communities, and then making the necessary adjustments to our policies and procedures to do what we can to help prevent the spread of the illness.

Our firm has always maintained a robust business continuity plan. We have strong measures in place to help ensure our business can effectively continue under these types of scenarios, without clients being negatively impacted.

Our goal is to keep our clients, employees, and communities safe. With that in mind, we have made some changes in our business policies in response to the threat of the coronavirus.

WHAT WE ARE DOING
Our office has always taken care to provide a healthy environment for employees and clients alike. We maintain a clean environment by storing all food in sealed, air-tight containers, regularly removing dust and waste from the office, and frequently disinfecting hard surfaces.

With COVID-19 rapidly spreading, we are taking extra precautions to protect our clients, team, and communities. These precautions include:

• Team members restricting all non-essential travel to mitigate exposure and the spread of COVID-19, and urging employees to reconsider non-essential travel in general.
• Team members altering habits to avoid large crowds and limit personal contact with others.
• Offering work-from-home accommodations for team members.
• Respectfully asking clients and colleagues to alter the format of our meetings from in-person to phone or video calls.

We will continue to review these policies and precautions on a daily and weekly basis, and we’ll provide relevant updates to you.

Our firm’s business continuity plan has policies and procedures in place to allow us to effectively work from home with minimal impact to our business and clients so we do have the infrastructure and technology in place (should this become necessary).

We have also been closely monitoring the markets response to the COVID-19 pandemic. As a result, we have been in contact with, and continue to closely monitor all our approved investments. As always, we position our clients’ portfolios according to their risk tolerance and our first priority is to help reduce downside volatility and generate consistent long-term returns from a strategically-diversified portfolio. As opportunities begin to present themselves, we will be contacting our clients to discuss our investment strategy going forward.

SFG remains open during our normal business hours and our team is reachable via phone and email. Please feel free to contact us if you have any questions about this.

We wish you and your family all the very best. 

Sincerely,
Jennifer Specter
Chief Compliance Officer/Chief Operations Officer

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