A recent update on the Business Continuity Plan for Ballast Advisors in response to COVID-19.
Dear Valued Ballast Clients,
Good afternoon. We hope you are staying healthy and managing well in these unprecedented times.
It is our fiduciary obligation to do what is in the best interest of you, our clients, and we’ve made the decision to shift operations and work remote for the next two weeks, closing our physical offices to the public.
Although our doors will be closed, Ballast Advisors is still open for business as usual, and all team members are available during normal business hours. All physical offices will be closed from March 19 at 5:00 pm until March 31 at 5:00 pm.
As a firm, we need to do our part to help minimize the transmission of the virus and the impact that it has on the health care system, as well as protect our client and team members from illness. We believe this plan ensures we can conduct business as usual and continue to provide critical services.
We appreciate your understanding and we wish you and your families well. If you have questions, don’t hesitate to contact us.
Sincerely,
Ballast Advisors Leadership Team
Paul Parnell
Steve Schmidt
Rich Gerczak
Ballast Advisors, LLC is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Ballast, including our investment strategies, fees and objectives, can be found in our ADV Part 2 which is available upon request. Ballast reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.