Dear Capstone Clients,
In response to the increasing spread of COVID-19, Capstone has been taking steps to ensure the safety of its employees, their family members and our clients, while maintaining our level of service to all clients during this difficult season.
As the situation has been changing rapidly over the last few weeks, Capstone has been ensuring that our business continuity plan is robust enough to maintain our operations. As a result, we have refined our technology strategies to allow all our team members to work remotely via secure access to our network, and to support all the service needs of our clients.
Over this next week, March 16 – 20, Capstone will be implementing its continuity plan. All our staff will work remotely, and our contact information and work hours will remain the same. All physical meetings during this period will be moved as appropriate to either a technology-based meeting or to a new time once normal operations resume. If documentation that cannot be transmitted electronically needs to be exchanged, please notify your Portfolio Manager.
We have made this decision proactively to maintain uninterrupted service to every client, and to continue to effectively manage your portfolios during this season. We will update you with any changes as they occur.
We value your ongoing trust and confidence in the Capstone Team.
Sincerely,
Glenn Murray CFA
President & Chief Investment Officer