COVID-19

On Monday, March 16th, health officials from the Bay Area announced a Public Health Order restricting certain “non-essential” activities beginning at midnight until further notice. In accordance with this policy, we have implemented a work-from-home protocol. We want to let you know what to expect from Echo45 Advisors during this time and beyond.  

• We are online, connected, and digital. Part of providing a modern wealth management experience requires using the most up-to-date technology across the firm. While our team will be working from home during this time, we will all be online during normal business hours, reachable by phone at our regular office numbers, and more than happy to connect with you via video conference if preferred.  

• We will have continued access to your accounts at your custodian, TD Ameritrade, to assist with any transfers, distributions, or other needs you may have. Support from our dedicated team at TD Ameritrade will also remain in effect and prepared to adapt to changes in the current environment.  

• We’ve arranged for any incoming correspondence to our office and any outgoing correspondence from our office to be received and sent each day. You can rest assured that anything you may need to send to us or that we may be sending to you will continue to be processed by us in a timely fashion. 

• We are continuing to monitor the situation regarding COVID-19, its impact on the markets, and potentially on the economy. More importantly, we will continue to monitor your portfolio to ensure that appropriate actions are taken to keep your allocation in line with your appropriate level of risk and your long-term goals.  

Times like these can be uncomfortable to say the least. But we’ve been through events like this in the past and we are confident that we will get through this one as well. In the meantime, please stay healthy and safe, and do not hesitate to reach out any one of our team members as needed.